Margaret Lee has been in the financial services industry for four years, and she works closely with the firm’s founder, David Grossbard, to provide administrative support to Sylvan Financial Advisors’ clients.
Prior to joining the firm, she was Senior Manager of Business Analysis at E*TRADE. With a bachelor’s degree in economics from Bryn Mawr College and a master’s degree in economics from the University of California at Berkeley, Margaret knows the importance of working with a financial advisor.
“Getting good advice from someone with knowledge and expertise is critical. What’s most important to success is having a realistic financial plan designed to achieve specific goals, then following the plan and modifying it through the years as life dynamics change,” she says. “At a minimum, you should do annual reviews of your plan.”
Anticipating needs and delivering prompt service are what Margaret most enjoys about her career, and she feels her education as well as her previous experience at E*TRADE enhances her ability to provide timely and precise assistance. “Having worked in data analysis, I pay close attention to detail and accuracy,” she says.
Margaret is married with three children, and she is active in her local church.
Ways to reach Margaret:
Email margaret@sylvan-fa.com
