Margo Email
Chief Investment Officer, Financial Planner @ J. Mark Nickell
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Margo Location
- Franklin, TN, US
Margo Work
- 2024 -now Chief Investment Officer, Financial Planner @
- 2018 -2024 Vice President | iShares Market Leader @
- 2015 -2018 Regional Vice President @
- 2015 -2015 National Sales Desk Director @
- 2012 -2015 Business Development Consultant @
- 2011 -2012 Internal Wholesaler @
- 2009 -2010 Branch Operations Manager @
- 2007 -2009 Financial Advisor @
- 2006 -2007 Advertising Sales Intern @
- 2003 -2006 Head Office Assistant and Manager - Women's Basketball @
Margo Education
- University of Nebraska-Lincoln
BS (Finance, Biology)
2003-2007
Margo Skills
- Retirement Planning
- Strategic Financial Planning
- Insurance
- Investments
- Small Business
- Leadership
- Variable Annuities
- Management
- Estate Planning
- Selling
- Sales
- Series 7
- Finance
- Business Development
- Mutual Funds
- Retirement
- Series 63
- Fixed Annuities
- Uniform Combined State Law
- 401k
- Wealth Management
- Investment Advisory
- IRAs
- Securities
- Financial Advisory
- Series 24
Margo Summary
- Margo, based in Franklin, TN, US, is currently a Chief Investment Officer, Financial Planner at J. Mark Nickell & Company. Margo brings experience from previous roles at BlackRock and Jackson. Margo holds a 2003 - 2007 BS in Finance, Biology @ University of Nebraska-Lincoln. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Insurance, Investments, Small Business and more. Margo has 3 emails on RocketReach.
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Top J. Mark Nickell Employees
Margo
Chief Investment Officer, Financial Planner
Franklin, TN, US
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