In her role as Director of Client Relations, Peggy brings 25 years of experience to our firm. 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 with other brokerage firms.
Peggy holds several securities licenses. She brings Silversage broad experience in 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 and comfort with their financial picture. Peggy’s professionalism and natural ability to interact with people fosters a sense of trust and ease with the firm’s clients. Her positive and exuberant personality adds to our office culture 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, the outdoors, and spending time with family and friends.