Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Prior to coming to Swarthmore Financial Services in September 2009, Peggy was in banking for 33 years. While at the bank and as part of a merger, she obtained her Series 6 & 63 registrations in December, 1999. Peggy and her husband, Garry, have been married for over 35 years. They live in Newark, DE and have one son, Garry, Jr.
Peggy is an active supporter of the Alzheimer's Association, Special Olympics, Delaware Breast Cancer Coalition and Easter Seals of Eastern Shore organizations.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies