Margie Wiley is a financial advisor for Freedom Street Partners, a business she established in 2017 in Suffolk. The company is a full-service investment firm specializing in helping families with their financial needs. She said she accomplishes this by offering solutions that align with people’s long-term goals and future plans, but that “really it all starts with listening to our clients.”
Watching families grow is one of the most rewarding parts of being a financial advisor, said Wiley. She said she has had the privilege of attending weddings, baptisms, retirement parties, birthday parties, and family reunions. The hard part is being there when a member passes away or loses a job, said Wiley.
“You need to be able to put all of the emotions that you are feeling yourself on the back burner and just emotionally work with families that are in need of your guidance and service,” she said. “This is a career that really needs you to be able to be level-headed during t...
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