Meet Marguerite Maldari: Client Services Manager

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our experts individually. Today, we would like to feature Marguerite Maldari, Client Services Manager!

A resident of Cold Spring Harbor, Marguerite joined the American Investment Planners LLC team back in 2006 after working for retail brokerage firms for 15 years. Thriving as our Client Services Manager since then, one of her primary responsibilities is to oversee the relationship between our clients and Cadaret, Grant & Company, Inc. Additionally, Marguerite works with each client on an individual basis to oversee their account, handle trades, process annuity applications and monitor income distributions. As a result of her stellar performance in this role, she has certainly become a favorite with each person we help!

Outside of a work environment, Marguerite is a huge fan of music and movies, and really enjoys taking to the outdoors. Furthermore, she absolutely loves to spend time her with her son, daughter-in-law and grandchildren, and is currently getting ready to celebrate her daughter's wedding!

Marguerite - thank you for all of your dedication to the clients we have at American Investment Planners LLC! We can tell how much they truly adore you and appreciate your continuous effort to assist them on a daily basis!

For more information about Marguerite Maldari, be sure to check out her employee bio on our website!