EagleStone Tax & Wealth Advisors hires Margaret Li as a Tax & Accounting Associate

Rockville, MD – July 19, 2018 – EagleStone Tax & Wealth Advisors welcomes its newest employee, Margaret Li, to the team as a Tax & Accounting Associate.

Margaret recently graduated from George Washington University with her Masters Degree in Accountancy. Prior to that, Margaret attended Southeast University in Nanjing, China and obtained her Bachelors Degree.  During her studies, Margaret realized that she was also interested in the taxation of financial instruments and how it is important to incorporate taxes into the investment arena.

EagleStone works to integrate tax and wealth management to better assist our clients and all of their financial needs. Margaret will be a great addition to our team with the skills that she has to offer; and she will, in turn, grow in her career by getting hands on experience integrating tax & financial investments with our team at EagleStone.

For more information, please contact Danielle Diffenderfer – PR & Marketing Coordinator at 301-924-2160 or at [email protected] .

footerlogo

Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download our ADV brochure by clicking here.

Download our ADV Part 2A brochure by clicking here.

Click here to learn more about our Information Security Program.

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.