"Comprehensive strategies for your financial future." 

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Address:

2625 Neudorf Road, Suite 400
Clemmons, NC 27012

Phone:

(336) 766-0464

Fax/Other:

(336) 766-0756

Angela McGilvary

Angela McGilvary

Operations/Administrative Manager

Angela McGilvary brings more than 18 years of industry experience to her role as Operations Manager with Marzano Capital Group. Angela's primary focus is to provide operational and administrative support to the Executive Team and Wealth Managers at the firm. Angela assists the Branch Manager, Jon Marzano, with compliance in the branch office with annual audits and maintaining required legal & client files. Angela opens New Accounts within the office, schedules appointments, prepares paperwork, reports, and helps manage incoming and outgoing calls with customer service and support to our clients.

 

Angela began her career with Edward D. Jones & Company in August 1999 as a Branch Office Administrator. She was promoted to Senior Branch Office Administrator within three years, and was offered Limited Partnership within the company in 2004. In July 2005, the Marzano Office Staff left Edward D. Jones & Company and became an Independent Office with Wells Fargo Advisors Financial Network. The office reached its goal of becoming a Custom Practice in 2008, and became a part of the LPL Financial network of financial advisors in 2015.

 

Angela and husband, Alex, have been residents of Clemmons, North Carolina for 30 years.

Phone (336) 766-0464
Fax (336) 766-0756