In her role as Client Relationship Manager, Peggy brings 28 years of experience to our team. Of her 17 years with Merrill Lynch, she spent the last 10 years in the Private Banking and Investment Group in Newport Beach. Prior to that, Peggy worked at Merrill Lynch offices in Beverly Hills and Denver, as well as other firms that offered an array of wealth management and financial planning services.
Peggy is a registered representative and enhances the culture of excellence at Silversage with her vast experience in managerial proficiency, compliance, relationship building and team mentoring. Peggy overseas all aspects of client relations, such as consulting with our clients to deepen relationships, coordinating client meetings and calls with the advisory team, and any other logistics that provide clients information, comfort and perspective of their financial picture. Peggy’s professionalism and natural ability to interact with people fosters a sense of trust, ease and appreciation with our firm’s clients. Her positive and exuberant personality serves as the exclamation point to our office’s morale and lightens our day!
Peggy maintains an active lifestyle in the community by volunteering and serving several special causes and charities in Orange County. She enjoys the arts and theatre, hiking, cycling, the outdoors and spending time with family and friends.