Margaret J. Brennan, CFP® 

Vice President, Investments

David A. Noyes & Company

Margaret is a wealth advisor and a certified financial planner with over 25 years experience in the financial services industry.  She began as a trust officer in a small community bank and later became a financial advisor with a large regional bank in Chicago before joining David A. Noyes & Co., an independent brokerage firm in business for over 100 years.  Margaret specializes in offering both individuals and businesses high quality, personalized financial advice.

Besides holding the Series 7, 63, 65 and 24 Securities licenses, Margaret is a licensed insurance agent in Illinois.  Margaret earned a Bachelors/Masters degree in English from Dominican University in River Forest, IL.  She also holds a law degree from Loyola University School of Law in Chicago and is a member of the Illinois bar.  She is also a graduate of the National Graduate Trust School. Margaret adheres to a professional Code of Ethics and she fulfills annual continuing education requirements. 

Margaret is past President of the Lincoln Park Network and on the Board of the Professional Women’s Club of Chicago.  She enjoys playing golf badly, gardening and fiber arts.  Margaret and her miniature poodle, Robbie, share a condo in Chicago.

Margaret is available to speak on the following topics:

• Pay Yourself First!  5 simple ways to improve your financial health in 2011

 

• Social Security Planning for Baby Boomers

 

• Estate Planning 101

David A. Noyes & Company, member NYSE, FINRA. The information herein is believed to be reliable and has been obtained from sources believed to be reliable, but David A. Noyes & Company makes no representation as to the accuracy or completeness of such information.

David A. Noyes & Company does not provide tax or legal advice. Be sure to consult with your own tax or legal advisors before taking any action that would have tax or legal implications.

Products offered are: Not FDIC Insured – Not Bank Guaranteed – May lose value.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.