Maggie Stanton

Senior Retirement Specialist

Primary Location

Woodbury
10040 City Walk Drive
Woodbury, Minnesota 55129

Meet Maggie

Maggie Stanton has worked in the financial services industry since 2006 and has the expertise necessary to create a retirement plan solution to meet your unique goals. She provides disciplined, high-quality investment management, customized participant education and training, and client-specific plan review and consultation for businesses seeking to optimize their retirement plans. By building long-term client relationships based on prudence, responsibility and trust, she helps individuals and organizations establish and meet their retirement benefit goals.

Before assuming her current role, Maggie served as a trust administrator for over 15 years at two large financial institutions.

Maggie received a court reporting degree from Rasmussen College. She holds the Financial Paraplanner Qualified Professional (FPQP) certification through the College of Financial Planning and the Retirement Plan Fundamentals (RPF) certificate from the American Society of Pension Professionals and Actuaries.

Maggie is from Farmington, Minnesota, and is married with three children. She enjoys attending their sporting activities, along with traveling and spending time with family and friends.

Specialties

Retirement Plan Services