Peggy joined the Akers team in February 2026 and brings more than three decades of experience in education advancement experience to Akers Financial Group. Most recently, she served as Client Service Associate for an investment group at Morgan Stanely, where she supported clients with personalized financial service and account management.
Prior to Morgan Stanley, Peggy worked as a Financial Paraplanner with Lincon Financial Advisors, assisting in the implementation and development of the Lincoln Financial Advisors Financial Planning Department. Her background combines strong organizational leadership with a commitment to helping clients navigate important financial decisions with confidence.
Currently, she assists our advisors by:
- Preparing for client meetings
- Contributing to the development of financial plans.
A lifelong resident of Harford County, Peggy raised her two sons in the community she proudly continues to serve. She and her husband, Bruce, reside in Joppa, near her youngest son and beloved grand dog. Her older son currently lives in Germany with his wife while serving in a role with the federal government.