Client Services Associate

Maggie brings over 20 years of client services experience to McLean. She previously served as a member liaison at World Bank, and as an Investment Operations Associate with Azzad Asset Management, Inc., where her primary focus was to build awareness of their products and services and to develop and maintain relationships with clients. As the Client Service Associate at McLean Asset Management, Corp: Guide clients through the onboarding process, initiate and monitor account transfers, and help maintain communication between clients and advisors.

At McLean, Maggie is responsible for providing support to the wealth managers, serving as a point of contact for clients, assisting with special projects, and providing account administration. Her focus is on simplifying the lives of the families that we work with, so they can truly enjoy the wealth that they have created.

Education:

  • B.A. in International Relations, George Mason University

Professional Designations:

  • Certified Public Manager (CPM™)

Professional Recognition:

  • STAR Member Service Award (2008, 2009)

Greatest Professional Satisfaction:

Providing exceptional client service beyond our clients’ expectations.

Greatest Personal Satisfaction:

In addition to my love of travel and leisure, I enjoy spending time with my family.