Broker Check


Plancorp, Inc.
9050 Sweet Valley Drive
Valley View, Ohio 44125
(216) 642-1099


Margaret S. Maxel

Mrs. Maxel began her career in the financial services industry after receiving her Bachelor of Arts (B.A.) in Marketing from the University of Dayton. While in school, she had the opportunity of living and studying in Asia where she visited and interacted with executives of both regional and global firms. This experience provided her with a unique insight and perspective as to how a global economy will impact our lives in the generation ahead. She has developed a financial planning practice based upon a personal and proactive approach to both individual and business clients. 

Margie is active in Business Networking International as well as with her church and several local charitable organizations. She is licensed to sell life and health insurance as well as annuities in the State of Ohio and is a Registered Representative (Series 7) and Investment Adviser Representative through Cetera Advisor Networks LLC, a broker-dealer, and a registered investment adviser. Mrs. Maxel is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.