Margret Leonard-Loper

Margret Leonard-Loper

Certified Financial Planner™

 

With a wealth of management experience and degrees in both paralegal and legal secretarial sciences, Margret joined the East End Financial Group in 1994 and has become an integral and indispensable resource for both the firm’s Investment Team and its clients alike.

She holds Series 6 and 63 Securities Licenses, and a typical day will find her managing EEFG’s financial database, assisting financial planners with research and data procurement, preparing quarterly reports, maintaining accounts and preparing documents, and assisting clients directly to see that their needs are met.

With over twenty years’ experience with the firm, Margret has developed both an understanding and appreciation for its clients. "I admire our clients," she says. "Most have earned their wealth through their own efforts, and are in the process of passing their business down to their children. Without these successful businesses, many of us could not afford to live on the East End."

On the personal side, Margret has enjoyed a long history of volunteering here on the East End, and now spends much of her time outside of work with her grandson who is, as she puts it, "extremely entertaining." Margret and her family reside in Mattituck.

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