Profiel
Ms. Maggie G.
Root is a Wealth Analyst at RKL Wealth Management LLC.
She assists the team in delivering investment management and financial planning services to our clients to ultimately help them achieve their financial goals.
She received her undergraduate degree from Lebanon Valley College.
Actieve functies van Maggie G. Root
| Bedrijven | Functie | Begin |
|---|---|---|
RKL Wealth Management LLC
 RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Analyst-Equity | - |
Opleiding van Maggie G. Root
| Lebanon Valley College | Undergraduate Degree |
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 1 |
|---|---|
RKL Wealth Management LLC
RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Finance |
