Margaret M. Tully

Margaret Tully, Owner and Wealth Advisor, holds a degree in accounting and is currently finishing her CPA.  She attended Merrimack College as a Certified Financial Planner Candidate and completed her education at the CFA Institute in Boston, MA. 

Being a Wealth Advisor and Accountant allows for in-depth knowledge  of Financial Products, Estate Planning, and Tax Strategy Maximization.  Margaret began her career at National Bank of Detroit.  (A bank founded by General Motors.) At the age of 25 she became NBD Banks largest revenue generator and Top Producer as an Investment Representative.  Margaret moved East and joined Fleet Bank.  Margaret continued her success as a Registered Principal for Fleet Bank, earning the prestigious award of being the Top Producer in Northern New England.  

Because of her tenacity to provide clients with simple, understandable, cutting edge products and services, MARGARET TULLY the company evolved.  Learning that you can insure your S & P 500 index,  not participate in market downturns, and keep leveling up your market gains, is a story that needs to be told.  Today she wants everyone to know how to insure your S & P 500 indexes , what Living Benefits are, create Secure Retirements, and provide for Family Legacies and Generational Wealth.    As Margaret always says, lets have a conversation?