Peggy joined the Akers Financial Group team in February 2026, bringing more than three decades of experience in education advancement. Most recently, she served as a Client Service Associate for an investment group at Morgan Stanley, where she supported clients through personalized financial service and account management.
Prior to her role at Morgan Stanley, Peggy worked as a Financial Paraplanner with Lincoln Financial Advisors. In that position, she assisted in the development and implementation of the firm’s Financial Planning Department. Her professional background reflects strong organizational leadership and a deep commitment to helping clients navigate important financial decisions with clarity and confidence. In her current role, Peggy assists advisors by preparing for client meetings and contributing to the development of financial plans.
A lifelong resident of Harford County, Peggy raised her two sons in the community she continues to proudly serve. She and her husband, Bruce, reside in Joppa near their youngest son and their beloved grand dog. Her older son currently lives in Germany with his wife while serving in a federal government role.