Maggie Vescio
About Maggie Vescio
Maggie Vescio is a Client Services Manager at Heffernan Insurance Brokers, where she has worked since 2020. She has over seven years of experience in the financial services industry and holds multiple securities registrations through LPL Financial.
Work at Heffernan Insurance Brokers
Maggie Vescio has been serving as the Client Services Manager at Heffernan Insurance Brokers since 2020. In this role, she collaborates with LPL Financial, which is a member of FINRA/SIPC, to facilitate securities offerings. Her responsibilities include providing investment advice through Global Retirement Partners, LLC, a registered investment advisor. With over seven years of experience in the financial services industry, she contributes to the firm's client service initiatives and supports the overall financial planning process.
Education and Expertise
Maggie Vescio holds a Master of Science (MS) in Finance from the Rochester Institute of Technology - Saunders College of Business, where she studied from 2017 to 2019. Prior to that, she earned a Bachelor of Arts (B.A.) in Psychology from SUNY Geneseo, completing her studies from 2009 to 2013. Her educational background provides a strong foundation for her work in the financial services sector, enhancing her ability to understand client needs and deliver effective financial solutions.
Background in Financial Services
Before joining Heffernan Insurance Brokers, Maggie Vescio accumulated extensive experience in the financial services industry. She worked as a Registered Financial Services Associate at Sage Rutty & Co., Inc. from 2016 to 2020, where she developed her client service skills. Additionally, she served as a Fund Business Analyst at Manning & Napier Advisors from 2013 to 2016, gaining insights into fund operations and analytics. Her career began with an internship at Crux Research Inc. in 2012.
Professional Certifications
Maggie Vescio holds several professional registrations through LPL Financial, including Series 6, 26, 7, and 63. These certifications demonstrate her qualifications to provide investment advice and manage client portfolios. Her registrations reflect her commitment to maintaining industry standards and her dedication to professional development within the financial services field.
Early Career Experience
Maggie Vescio began her professional journey at Wegmans Food Markets, where she worked in customer service from 2007 to 2013. This early experience helped her develop strong interpersonal skills and a customer-focused approach. Additionally, she attended Churchville-Chili High School from 2006 to 2009, laying the groundwork for her future academic and professional pursuits.