Financial advisor Margie Wiley has been in the financial services industry for “what feels like all of my life.” She started working for a bank at the tender age of 16, then moved on to an investment firm, and finally in 2017 established her own practice with Freedom Street Partners, which is affiliated with Raymond James, a multinational independent investment bank and financial services company.
Wiley said her firm helps generations of families achieve their financial goals through a comprehensive process of discovering “the purpose behind the money.”
“Because we understand that everyone’s goals are different,” she said, “we customize our approach to each individual, family, business, and nonprofit we serve in our practice. Our belief is, life is better with Freedom.”
A “glass half full” attitude helps Wiley see obstacles as “just opportunities that take a little more of a push to work through.” She said that mindset has served her well during her years of providing financi...
To view the rest of this article, you must log in. If you do not have an account with us, please subscribe here.