About Margaret

Margaret Dooley is a Client Associate with J.P. Morgan Wealth Management.

As a member of the Edge Minson Group, Margaret provides operational and client service support for the team's high net worth individuals and families. Margaret manages day-to-day operations of client accounts including preparing financial documents, onboarding procedures, addressing client inquiries, and daily maintenance items.

Margaret graduated from Quinnipiac University with a B.S. in Entrepreneurial and Small Business Operations. She passed the FINRA SIE and holds Series 7 and 66 securities licenses.

Margaret lives in Atlanta with her significant other, Jeff, and Labradoodle puppy, Harper.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
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Investing

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