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Margaret Peebles joined Financial Harvest Wealth Advisors in 2024 as a Relationship Manager to help with client communications and servicing. She is excited to bring her decades of financial operational experience and client relations expertise to the Financial Harvest “family of clients.”
With a degree in Economics and previous experience at Accenture and Merrill Lynch, Margaret has always been interested in finance and is eager to use her relevant professional knowledge to help clients achieve their financial goals.
Margaret’s husband, Jack, is a pastor at First Presbyterian Church of Orlando, and they live in Winter Garden. They are both native Texans but have lived in several places around the US, including New Jersey, Tennessee, and Washington.
Client Philosophy
“I am so impressed with the level of care the Financial Harvest team takes with every client. Additionally, their comprehensive financial planning approach is unique, supporting clients’ overall well-being and long-term success.”
Education
- Austin College, Sherman, Texas, B.A. Economics, 1998
Employment
- Financial Harvest Wealth Advisors
- The Christ School. Bookkeeping and Finance
- The Pickett Law Firm. Office Management and Operations
- Merrill Lynch. Alternative Investments Communication
- Accenture. Change Management / Organization and Human Performance
Personal
“Jack and I have two young adult children, Annabelle and David. We enjoy every moment we have with them before becoming empty nesters, whether exploring a new destination, trekking around a theme park or relaxing at home. Our family’s happy place is Sun Valley, Idaho.
“I also enjoy travel planning in my spare time, where I share my knowledge and love for Disney, Universal, and cruises.”
