Headshot image of Margaret Jeffries, CFP®

Margaret Jeffries, CFP®

Wealth Management Consultant

Margaret Jeffries is a Wealth Management Consultant at Manning & Napier. In this role, she assists clients with both wealth management and financial planning services. This includes providing guidance, planning recommendations, and relevant content to clients.

Margaret joined the firm in 2012 and has a wide range of experience with Manning & Napier in numerous capacities.

Margaret earned her BS in Finance from the University of Pittsburgh. She is a CERTIFIED FINANCIAL PLANNER and holds Series 6 and 63 licenses.

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


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