Maggie Harrell
Client Services
Email: maggie@advisor.investments
Maggie joined the financial services industry in May of 2004. She is currently a Client Relations Specialist and also a member of our Tax Department. Her primary responsibilities include, but are not limited to, coordinating appointments, keeping our database up to date, and coordination of meeting documents. She also provides assistance with the preparation of annual returns and projections by assembling documents and entering data.