Maggie Fennie, FPQP®

Pronouns: she/her

Senior Wealth Analyst

As a senior wealth analyst, Maggie works with our client service team and wealth managers to implement investment and wealth management solutions to help our clients meet their unique goals. She finds the most fulfillment in how well we get to know each client over time and the many opportunities we have to support them through various financial life events. Prior to LNW she was an associate at Golub Group, LLC, where she supported two senior financial advisors, serving as the main point of contact for their clients, creating financial plans and assisting during plan presentation meetings.

Designations and Education
  • Financial Paraplanner Qualified Professional™ Designation
  • B.S. in Business Administration, Regis University
Personal Passion

Dogs, wine tasting, and The Bar Method.