Margaret Jane Field Gore (Jane)joined Glen Eagle Advisors on February 1, 2019. In the recent past, Jane was affiliated with Summit Financial, LLC and affiliated entities (Summit Equities, Inc., Summit Financial Resources, Inc. and their affiliates since 2016.) Her Summit affiliation was as an investment advisor representative as well as an insurance agent with Summit Risk Management, LLC. After September 2018 she provided securities brokerage through unaffiliated broker Purshe Kaplan Sterling Investment. From 2016 to September 2018 brokerage services were conducted through Summit Equities, LLC., as an employee of Nolan Wealth Management. Prior to her affiliation with Summit, Jane worked at Insight Private Advisors from June 2013 to April 2016.
Jane earned her Bachelor of Science at Wheelock College and Masters of Business Administration at Simmons College.
Jane holds a Retirement Income Certified Professional (RICP) designation from the American College of Financial Services. The RICP designation means that the RICP has met the following requirements: three years of full-time business experience or the equivalent part-time experience (2000 hours equals one year full time. The RICP must have completed 3 required courses (equivalent of 9 semester credit hours) and a proctored closed-book final exam. The individual must successfully complete continuing education requirements currently 15 hours every two years.