Margaret Hall

Director, Planning & Insurance Services

Phone: (817) 391-1090
Fax: (817) 391-1091
E-mail:

 

Margaret is Director of Planning and Insurance Services with Strategic Wealth Management, LLC.  She has over 40 years of financial services experience working with both clients and corporate back office personnel.  Margaret holds several  FINRA securities licenses including the Series 7 (General Securities Representative); Series 24 (General Securities Principal) and Series 66 (Uniform Combined State Law Exam) as well as a Texas Life and Health Insurance License.  Margaret does not currently offer Securities or Advisory Services.

Margaret’s experience encompasses operations and compliance in insurance, advisory and brokerage businesses.  Over the years she has held management positions with insurance companies, agencies and a broker-dealer.  She enjoys working with Strategic Wealth’s clients and provides service and support for all insurance products, client reporting systems and office management.

Margaret lives in a log cabin in Boyd, Texas.  She enjoys reading, loves to play board and card games with her Boyd friends and is addicted to her iPhone Scrabble and word games.  When not found at GoGo Gumbo!, Margaret spends as much time as possible with her two small granddaughters.