Experience Makes all the difference

Margaret A. Finney

Authorized Officer
Client Service Associate
215-579-6019

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Margaret started with UBS in 1989.  Within the Rogers Wealth Management, she provides administrative and operational support to financial advisors and clients.  She ensures all client instructions are carried out in a timely, accurate and efficient manner.  Margaret is a graduate of Rider University, Lawrenceville, NJ with a B.S. in business administration.  She is Series 7,9,10 and 66 licensed.  She currently resides in Ewing, NJ with her husband Joe and her son Alex.

 


Registered States:
NJ, NY, PA