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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.
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