814.846.4780

Margo C. McCullough, CFP®

Wealth Manager Assistant

  (814) 846-4780

   Margo.McCullough@lpl.com

   (814) 217-1730

Margo joined the FIMG Team in July 2022 and serves as our Wealth Manager Assistant. Margo will be responsible for working closely with FIMG Team members to identify clients and prospective clients and to assist advisors to strategically plan financially for specific life events. Margo’s commitment will involve meeting with clients together with advisors, analyzing financial information and researching potential opportunities to pursue our client’s stated goals and objectives.

Margo can be described as perceptive, positive and detailed. Margo believes strongly in extraordinary client service, enjoys the dialogue with them and knows this can only be possible if our infrastructure runs seamlessly for our clients and consistently focuses on improvement.

Margo was born and raised in Western Pennsylvania where she graduated from Penn State Erie, The Behrend College obtaining multiple Bachelor’s Degrees in Finance, Accounting and Management Information Systems.

In her spare time Margo enjoys vacationing and spending time with her family. Margo is a Board Member for the Junior Achievement of Western PA, a member of the Young Erie Professionals and chairs the Play4JA committee.

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