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Meet Margaret

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I joined Stern & Heatwole Financial Group in 2022 and have over 20 years of experience in the financial industry. I enjoy working with our advisors as they help clients pursue financial goals. I hold my FINRA Series 6 and 63 securities registrations through Commonwealth Financial Network®, as well as my life and health licenses and I’m also a Registered Paraplanner with The College of Financial Planning.

I was born and raised in the beautiful Shenandoah Valley and I love all that Virginia has to offer; from the Blue Ridge Mountains to the sandy coastal beaches. During my time away from work, I enjoy spending time with family boating and fishing. I also enjoy venturing out to Scottsdale, Arizona to visit friends, where we enjoy hiking and playing a few rounds of golf.

Margaret Donald

margaret@sternheatwole.com

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Securities and advisory services are offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate and not offered through Commonwealth.  The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations.

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
 

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Stern & Heatwole Financial Group  
305 Lucy Drive, Harrisonburg, VA 22801      |      Phone: 540-438-0547      |     
 Fax: 540-438-5647      |     Form CRS

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