I have been in the financial services industry for 36 years, and joined Merrill in 2012. During this time, I have worked with both institutional and individual clients. In addition to investing advice and guidance I have experience with portfolio creation, financial goal setting, and underwriting municipal bonds. I focus on corporate services for executives, fixed-income securities, investment research, insurance, providing access to estate planning and family trust services, and long-term care. I am a graduate of Centre College. My husband and I are blessed with 3 children and live in Louisville with our two dogs. Marguerite dedicates much of her spare time to volunteering for various charities in the Louisville area. Marguerite is an avid reader and enjoys hiking, boating, traveling and needlepoint. 