Margaret McGarrey, CPA
Margaret has over 25 years of experience in wealth management and tax planning for individuals and families. Prior to joining Fairman, Margaret worked in the Family Office Group at Wilmington Trust Company as part of a team of tax professionals that founded the Wilmington Trust Family Office. As Tax Director, she co-managed the tax compliance services and served as the key tax advisor for multiple large family relationships. For the last five years, Margaret served as Senior Relationship Manager and led a team of experienced advisors in providing integrated wealth management services for multiple large family relationships. Prior to Wilmington Trust Company, Margaret worked at local CPA firms in the areas of accounting and taxation. Margaret assists individuals and families with sophisticated income tax planning, administration and compliance, as well as Estate and Gift Tax and Intergenerational transfer planning and compliance. Her goal is to simplify complex planning to help clients make educated decisions to meet their goals.
Margaret is a Certified Public Accountant and is a member of the Pennsylvania Institute of Certified Public Accountants. Margaret holds a BS in Accounting and Finance from Drexel University.