Angela McGilvary is one of those fortunate people who can say their career truly brings them joy. As a Partner and Branch Operations Manager for the Marzano Capital Group in Clemmons, NC, she is inspired every day to serve the group’s equally fortunate clients. “We have built our company on the basic fundamentals of providing both trust and professional, personalized service to our clients and their families,” says Angela. “I love to be of assistance to them, helping our clients pursue their goals, hopefully reducing their financial stress along the way.”
While each day at the Marzano Capital office brings something new and challenging, it’s their steadfast “team approach” that makes clients feel part of the family.
“We always have someone available here in the office to meet and assist our clients,” adds Angela. “We have many who come by our office to visit just because they are in the area! When a client comes into our office for an appointment or drops off paperwork, we greet them in the front lobby to catch up on how their family is doing, and we truly enjoy the fellowship of talking and enjoying each other’s company.”
Our client relationships begin developing at a client’s first face-to-face meeting, where needs and goals are discussed. The Marzano Capital Group team formulates a plan to pursue those life goals through investing, planning and education. “Our goal is to help our clients grow and maintain their wealth, and work towards their financial goals through investments and planning,” she says. “That also includes referring them to valued advisors in the area, such as CPAs and attorneys, for estate planning, taxes and legal work that needs to be done.” Locally, the group also works with several non-profits, and the team is actively engaged as a member of the Lewisville-Clemmons Chamber of Commerce and the Davie County Chamber of Commerce.
A resident of Clemmons for over 30 years, Angela knows firsthand the value of keeping family and community at the forefront of daily life. Blessed to come from a large family herself, she and her husband, Alex, have two sons – Michael and Adam – and a beautiful granddaughter. A seasoned stay-at-home mom, Angela first found her passion for the financial industry as a Branch Office Administrator with Edward Jones. (Angela’s son, Michael, is currently a partner and financial advisor with the Marzano Capital Group as well, joining the company in 2016.) “My husband and I always believed in making your money work for you, by contributing into IRA accounts, 401K Plans, and by systematically investing monies each month.” she says. “We both thought the financial position could be the right fit for my career.”
Then, when Jon Marzano started in the business with his dad, Art, and they were looking for a Branch Office Administrator to work with Jon, Angela realized she liked the idea of being back in Clemmons, closer to home, and working in a larger office. “I met with Jon and Art, and now 24 years later, we are an independent practice with LPL Financial, we work solely for our clients. We would not have a thriving business without our clients.” says Angela, proudly.
“We are always a phone call away for our clients,” says Angela. “We live and work in this community, and we want the community to thrive. It really comes full circle.”
Marzano Capital Group is located at 2625 Neudorf Road, Suite 400, in Clemmons, NC, 336-766-0464. Learn more about their services and down-to-earth client care at marzanocapitalgroup.com. Office hours are Monday through Thursday 8:30 a.m. – 5:00 p.m., and Friday 8:30 a.m. – 4:00 p.m.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Marzano Capital Group are separate entities from LPL Financial.
