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Meet Margaret


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

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