top of page

Meet Margaret

Margaret_edited.jpg

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

ext. 220

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, ME, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WV. No offers may be made outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

​

Privacy Policy

​

Copyright © 2021

BrokerCheck_white_logo_text (1).png

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

bottom of page