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Our financial advice team


Margaret Capehart, Private Wealth Advisor serving the Arlington, TX area - Ameriprise Advisors

Margaret Capehart

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kuttin Wealth Management
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 37 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investment Management
  • Tax Planning Strategies

Interests

In my spare time, I enjoy spending time with my family, being outdoors, gardening, running in local road races, and home projects.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 and Series 63 security licensed
  • Life, health and variable insurance licensed

Education

  • Husson College, 2002 B.S. Paralegal Studies (cum laude)
  • Kaplan University, 2010 CFP Practitioner

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Member of the St. Vincent DePaul Women's Guild

Former Amicus Board Member

Volunteer for the Sub5 Track Club, past Board President

Past Investment and Finance Board Member, Blue Hill Heritage Trust

Past Volunteer, Beth C. Wright Cancer Resource Center

Past Co-Race Director of the Walter Hunt Memorial 3k on the 4th of July

Past Volunteer Cross Country Coach, John Bapst Memorial High School (2010 Class B Girls State Champions)