About
Margo is a lawyer with her Juris Doctorate from the University of Michigan. She has over 15 years of experience in estate planning and trust and estate administration specializing in corporate trustee fiduciary services. Margo serves as a corporate trustee for the Charles Schwab Trust Company in Nevada and the Charles Schwab Trust Company of Delaware. Margo is proficient in understanding and implementing estate plans on a national level and intends to create and maintain a growing presence for Charles Schwab - Personal Trust Services in the State of Florida. Margo has a passion for guiding others through difficult times and will see through the eyes of a client with true and sincere empathy. Margo is happy to discuss with you why a corporate trustee may be a good fit for your loved ones.
Margo is a Florida Native born and raised in Boca Raton, Florida. She is married and blessed with a son and daughter, a border collie, and a rescue cat. Margo enjoys yoga, horseback riding, nature, and Florida State Football! She puts in time to volunteer at her children's school and church to coordinate philanthropic events and social gatherings.
“Let no one ever come to you without leaving better and happier. Be the living expression of God's kindness: kindness in your face, kindness in your eyes, kindness in your smile.” ― Mother Teresa
