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MassMutual financial professional.

Margaret Ellison Simondsemail

Wellesley Satellite Office

100 William St., Suite 300
Wellesley, MA 02481

  • Professional Story

    Preparing for that next step in life isn’t always easy.  Knowledge is the key to a successful financial future.  I am committed to building long-term relationships with my clients, and becoming a lifelong resource for each and every one.  Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. Whether those include preparing for milestone life events like retirement or college, or simply looking for life, disability income or long-term care insurance protection, drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.  I pride myself in getting to know each client so I understand their individual needs and what matters most to them, which helps me recommend effective products and strategies. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

    Education

    Dover-Sherborn High School (1983 - 1986)
    George Washington University (1986-1987)
    University of New Hampshire (1987-1990)
    San Diego State University (1991-1994)

    Hobbies

    Golf
    Photography
    Graphic Design
    Comedy

    Affiliations & Memberships

    Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
    Member of National Association of Insurance and Financial Advisors (NAIFA)
    Member of the LPGA Amateur Golf Association

    Community Involvement

    Board Member of American Legion Auxiliary Unit 209 Dover, MA
    Volunteer for ClearPath for Veterans

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Financial Education
    • Retirement Income Planning
    • LGBTQ
    • Business Owners
    • Estate Planning
    • College Funding Strategies

Check the background of this investment professional on FINRA’s BrokerCheck

See Margaret Ellison’s Licenses and Disclosures

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