Margene Shullaw

Concierge Director

Email Email Margene Shullaw

Why I Do What I Do...

The most rewarding part of my role is knowing that I am a part of and can contribute to a unique, well-defined process of education first. Realizing that the financial planning industry is all too often recognized for pushing financial products, my being a piece of something different is an amazing experience that I am very proud of.

I get to see firsthand how our clients benefit from the life planning and financial education they receive when working with our internal Team.

Being a part of Second Opinion Partners is not just a paycheck – it’s believing and knowing you’re helping to really make a difference in someone’s life. And that makes me enjoy coming to work each and every day!

Life Moments I Cherish the Most

  • bullet Graduating from college - being the 1st person in my family & extended family to graduate from a 4 year university!
  • bullet The birth of each of my 3 children
  • bullet Buying my first home
  • bullet Family vacations as a kid
  • bullet Taking my girls to Disney World in 2018 for the first time
  • bullet Traveling to warm weather vacation spots with my husband (St. Lucia, Jamaica, Bahamas, Cancun, St. Petersburg, Miami Beach)
  • bullet Passing my FINRA Series 6 licensing exam
  • bullet Getting married

Second Opinion Partners Role

Margene is the Concierge Director at Second Opinion Partners. She assists in the training of all new and existing Team Members on operational procedures.

Margene is in charge of all daily operational oversights and contributes to the firm's ongoing communication and client experience process development.

Educational Background

Margene attended The University of Northern Iowa where she graduated in 2006 with a major in Marketing and Graphic Communications.

Margene holds a FINRA Series 6 license and is a Member of the Securities America Assistant Advisory Board.

Check the background of this investment professional on FINRA's BrokerCheck »

Second Opinion Partners