Margaret “Peggy” Curtis

FPQP®, Financial Planning Associate

CREDENTIALS
FPQP® – Financial Paraplanner Qualified Professional™

EDUCATION
St. Petersburg College
Associate’s degree

SPEAKS
English

VALUES
Being compassionate and empathetic towards others, dependability at work and for my family and friends, curiosity about the world, its people and all its mysteries

INTERESTS
Travel, fictional writing, history, cryptozoology


Peggy Curtis serves as a Planning Associate. She is a Financial Paraplanner Qualified Professional™ (FPQP®) and completed a rigorous course of study, covering the complexities of basic financial planning topics and their real-life applications. Her personalized approach to financial planning ensures that each client’s unique circumstances and aspirations are carefully considered. Peggy’s commitment to providing a service of high quality stands as a beacon of trust and reliability.

In her day-to-day role, Peggy assists our advisors with financial planning tasks and cheerfully provides all assistance possible to help make our clients’ investment and financial planning experience an enjoyable one.

Peggy graduated from St. Petersburg College in Clearwater, Florida with an Associates in Liberal Arts. Peggy has attended many certification trainings with various technical institutes and learning centers to obtain certifications in Microsoft Office and other accounting software. Peggy obtained her FPQP® designation in January 2019.

Originally from Long Island, New York, Peggy has lived in Florida for over 35 years! Outside of work, she enjoys spending time with her family and her dachshund, Peanut Butter. Next time you see Peggy, do not hesitate to discuss your travels or any museums you have recently visited, as these are both hobbies that Peggy enjoys too.


“I find it rewarding to be part of the team that has made such an impact in so many lives, and improved the circumstances of so many families. The fabulous thing is that we feel like we just got started and have much more to give to our clients and our community.”

Blog Posts Featuring Margaret “Peggy” Curtis, FPQP®


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