Margarita Maldonado

LPL Registered Sales Assistant

Margarita is a LPL Registered Sales Assistant, with over 25 years of experience in operations and client service. She joined Meleco Wealth Managment, along with Vince and Steve in 2017, after working at Wells Fargo Advisors as the Compliance Liasion for the downtown Albany Branch. Her primary objective is to provide excellent customer service to clients and support the advisors by carrying out all administrative responsibilities. She holds a Series 7 and 63 registration through LPL Financial.

Connect with Margarita Maldonado

Meet our other team members

Craig White

President

Elizabeth Williams

Executive Assistant

Erin Carrero

Administrative Assistant

Jamie Soukup

Executive Assistant

Mackenzie Darmetko

Office Manager

Your financial freedom awaits

Let our knowledgeable and experienced team help you.

Contact our team