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Margo Black Scepaniak is our Financial Advisor. She has been the President of Black Financial Services since 1991 when she took over the business from her father, Don who started the firm in 1966. She thoroughly enjoys getting to know each and every one of her clients on a personal level first. She knows building that advisor and client relationship takes time but she feels it’s one of the most important steps to building a successful long-term partnership. She listens to her clients and assesses the risk tolerance they are comfortable with before recommending any investments. She holds Series 6, 63 and 65 registrations. Margo has her B.S. degree in accounting with an emphasis in management and computer science. She strongly believes in the importance of continuing professional education and frequently updates her knowledge through professional training. Reach Margo at firstname.lastname@example.org
Our staff consists of experienced professionals who take a personal approach to helping solve your financial needs. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about your individual success. We understand that financial planning can be demanding and our staff will give you the personalized time, advice, support, and attention you need to make prudent financial decisions for your future.