Peggy came to Stonegate with 15 years experience in client relations for DMAC Financial Services. She has been involved in every facet of Financial Planning as well. Prior to that, she worked for AT&T for ten years in both client relations and Marketing as an Account Representative in their Major Accounts Division servicing the larger pharmaceutical clients such as American Cyanamid, Union Carbide and Johnson & Johnson. She was responsible for designing and implementing their telecommunications systems.
Peggy’s greatest asset is her communication skills. She has an excellent rapport with her clients. Peggy’s dedication to her work and her unparalleled organizational skills are both an asset to Stonegate Wealth Management as well as our clients.
In addition to her professional expertise and dedication, Peggy has donated her time and efforts to many charitable organizations including the Saint Cecilia’s Shelter for the Homeless, Human Concerns committees and numerous Breast Cancer events. Throughout the years she has held volunteer positions on several boards at her children’s schools as well coordinating their fund raising events.
Peggy is married and has three daughters. Her hobbies include cooking, entertaining, traveling and spending time with her family.
Peggy Braun, Client Relations Manager,