Conversations & New Connections             

Katrina Patterson, Esq
Board and Senior Advisor, Host 

Special Guest Speaker: Margot Michalski, CFP, CRPC

"Cracks in the Crystal Ball - New Trends?"

Please join us on May 10, 2017, 6 to 8pm
Discussion, Food, Drinks & New Connections

JW Marriott Essex House
160 Central Park South New York, NY  10019

Margot Michalski, CFP, CRPC

Wealth Management Advisor & Portfolio Advisor
 

Margot Michalski, Wealth Management Advisor and Portfolio Advisor, joined Merrill Lynch in 1998 as a Financial Advisor.  She holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) professional and  Chartered Retirement Planning Counselor (CRPC) and has also earned her Series 7 and 66 FINRA registrations.

Margot started her career in finance in 1980 when she joined a major money center bank's credit training program.  She was a Commercial Banker for over a decade prior to becoming a Senior Financial Advisor at Merrill Lynch.

Margot is a Board Member of Abilis, a non profit organization that serves individuals with special needs and their families in the Greenwich/Stamford/Darien area.  She is also a member o the Economic Club of New York, Network 20/20, and Chase Alumni Association.  Her interests include advocacy for people with special needs, travel, art, theater and outdoor sports.