Meet the Team


Peggy McGillin CFP®

Principal, Wealth Advisor


  • Bachelor of Science in Business Administration, Northeastern University
  • MBA, New York University, Stern School of Business
  • Certificate of Financial Planning, Boston University


Peggy leverages over 20 years of experience supporting professionals in optimizing their resources and talents across various corporate and entrepreneurial settings. Her diverse clientele spans North America, Europe, Asia, and Canada, comprising of experts driven to fulfill their potential. Additionally, Peggy has founded and sold two businesses: WOWFactor, the world’s largest online database of women-owned businesses, and Journey Wealth Partners.

Daily, Peggy assists clients in clarifying their priorities, navigating complex decisions, and attaining their objectives. She is dedicated to unlocking her clients’ potential and ensuring the delivery of expert wealth management outcomes. Peggy holds a Certificate of Financial Planning from Boston University, an MBA from New York University’s Stern School of Business, and a Bachelor of Science in Business Administration from Northeastern University, with majors in Finance and Insurance & International Business.

She is actively involved in professional organizations such as the Massachusetts Financial Planning Association, NAPFA, and the Concord Chamber of Commerce. Peggy has also served as an instructor for the University of Massachusetts’s Tax School for Practitioners. Based in Boston and Nantucket, Massachusetts,

Peggy enjoys spending time with her husband, Frank, engaging in outdoor activities, entertaining, and supporting charitable causes such as cancer research and hunger relief. She anticipates quality time with her children and live music events and is contemplating adding a puppy to her family.

Awards & Honors