Margaret Baldwin
About Margaret Baldwin
Margaret Baldwin is a Senior Vice President of Wealth Management at UBS Financial Services, Inc., where she has worked since 2012. With 36 years of experience in retirement planning, she specializes in advising entrepreneurs, executives, wealthy retirees, and affluent women.
Work at UBS
Margaret Baldwin has been employed at UBS Financial Services, Inc. since 2012, holding the position of Senior Vice President in Wealth Management. In her role, she serves as a Portfolio Manager within the Portfolio Management Program. Her tenure at UBS spans 12 years, during which she has been based in Newport Beach, California. Baldwin focuses on providing financial advice and management services to a diverse clientele, including entrepreneurs, executives, wealthy retirees, and affluent women.
Previous Experience at Merrill Lynch
Before joining UBS, Margaret Baldwin worked at Merrill Lynch for 32 years, from 1980 to 2012. During her time there, she held the title of Senior Vice President-Investments. This extensive experience in the financial services industry has contributed to her expertise in wealth management and retirement planning.
Education and Expertise
Margaret Baldwin graduated cum laude with a bachelor's degree in education from the CUNY Baccalaureate Program. She furthered her education at New York University, where she studied Finance and Marketing, completing postgraduate studies. Baldwin holds the Chartered Retirement Planning Counselor (CRPC) designation, which underscores her specialization in retirement planning for individuals and corporations.
Professional Designations and Licenses
Margaret Baldwin is a registered financial advisor with the ability to practice in multiple states, including California, New York, and Florida, among others. Her CRPC designation reflects her commitment to retirement planning, enhancing her qualifications to advise clients on their financial futures. With 36 years of experience in the field, she has developed a comprehensive understanding of retirement strategies.
Background and Personal Information
Margaret Baldwin was born and raised in Brooklyn, New York. Her upbringing in a diverse urban environment has likely influenced her approach to financial advising. Baldwin's career spans several decades, during which she has cultivated a deep understanding of the financial needs of her clients, particularly focusing on affluent individuals and families.