Margaret “Maggie” Bilby, CFP®

Maggie started her career at Merrill Lynch in 2006 in various wealth management service roles. After several years, Maggie joined USAA’s Financial Planning and Advice Department and took on advisory and supervisory roles. In 2015, she started at David Vaughan Investments in the Winter Park office as a Relationship Manager, where she spent nine years leading financial planning and strategy.

In her role at Cyndeo Wealth Partners, she will continue to serve clients in an advisory and planning capacity. Maggie specializes in providing advice to individuals, families and institutions in matters such as tax and estate planning, wealth preservation, and charitable giving. She also works closely with multi-generational families and the integration of the next generation into the wealth transfer process.

Maggie was born and raised in Winter Park, Florida. She received her Bachelor of Arts in Economics and English Literature from Emory University in Atlanta, Georgia & Master of Business Administration from University of Florida. She lives in Maitland with her husband, Jonathan, and daughters, Charlotte and Amelia, where she enjoys writing, running, and volunteering in the community.

Certified Financial Planner ®(CFP)

The CFP Designation is issued by the Certified Financial Planner Board of Standards, Inc. To earn the credential, each candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP Certification examination and complete a CFP-board registered program or hold an accepted designation, degree or license. Every two years, a CFP practitioner must complete a minimum of 30 hours of continuing education. More information regarding the CFP designation can be found at www.cfp.net.