Hi everybody! My name is Maggie DiCarlo, and I am excited to introduce myself as the new Financial Planning Associate on the Howe team.
I am a lifelong resident of Braintree, Massachusetts, and after graduating from Braintree schools, I attended Florida Gulf Coast University where I graduated Summa Cum Laude with a degree in Finance and a concentration in Financial Services.
During my time at FGCU, I completed coursework through the university’s CFP Board-registered educational program, an important step as I work toward becoming a Certified Financial Planner™ professional. I have also passed FINRA’s Securities Industry Essentials (SIE) Exam, marking an exciting early milestone in my professional career.
While at Florida Gulf Coast, I was a member of Beta Gamma Sigma Honor Society, the Southwest Florida Women in Investment Management group, and the FGCU Student Trading Optimization Club. These organizations allowed me to build meaningful connections, continue learning outside the classroom, and grow both personally and professionally. While I am grateful for all of those opportunities, the friendships and memories I made throughout college are what I value most.
Before joining the Howe team, I gained hands-on experience through internships with two financial planning and wealth management firms. These experiences helped me strengthen my understanding of the financial planning process, client service, and the wealth management industry. I am especially grateful for the colleagues and mentors from those roles who supported my growth and helped shape the foundation I bring into this new opportunity.
Although I thoroughly enjoyed my time in Florida, I always knew I wanted to return home to Massachusetts where I have strong family ties. My father is one of seven children and my mother is one of six so family gatherings are always busy, and I would not have it any other way. Outside of work, I enjoy traveling, spending time with family and friends, painting, and golfing. I also spend many summers in Maine at the beach and love visiting friends and family all across the country.
Giving back to my community is also very important to me. I have been actively involved with Toys for Tots during the holiday season by helping run an annual toy drive, and I spent many summers working as a junior golf instructor.
I am very excited to join the Howe team and become part of US Wealth Management. I look forward to meeting and working with all of you, and please do not hesitate to reach out if there is anything I can do to help.
