Matthew Margolies's Location
Lutherville-Timonium, MD, US
Matthew Margolies's Work
- Vice President and Senior Financial Advisor @ Merrill Lynch
- Financial Advisor @ Morgan Stanley
- President @ National Distributors, Inc.
- President and CEO @ The Kronheim Company (Republic National Distributing Company, LLC)
Matthew Margolies's Education
- Hofstra University
(Psychology)
1965 - 1967
Matthew Margolies's Skills
- Retirement Planning
- Strategic Planning
- Series 7
- Wealth Management
- Series 63
- Asset Allocation
- Mutual Funds
- Budgets
- Retirement
- Investment Advisory
Matthew Margolies's Summary
Matthew Margolies, based in Lutherville-Timonium, MD, US, is currently a Vice President and Senior Financial Advisor at Merrill Lynch, bringing experience from previous roles at Smith Barney, National Distributors and The Kronheim Company (Republic National Distributing Company, LLC). Matthew Margolies holds a 1965 - 1967 Hofstra University. With a robust skill set that includes Retirement Planning, Strategic Planning, Series 7, Wealth Management, Series 63 and more, Matthew Margolies contributes valuable insights to the industry. Matthew Margolies has 1 mobile phone number on RocketReach.
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