Degrees : UNC-Chapel Hill B.A. Political Science, Series 24(OSJ), 7, 65, 63 INS and LTC

Job Description : Investment and Wealth Planning for foundations and endowments, individual's and Co.s

Experience: Margaret "Poppy" Holzworth is the president of H Wealth Services. She brings 26 years of investment experience to her international client base and specializes in investments and wealth planning for individuals, businesses, foundations, and endowments. She has a passion for helping philanthropic enterprises maintain and sustain their cause. A graduate of the University of North Carolina at Chapel Hill, she holds Series 24 (General Securities Principal/Branch Management), 7, 63, and 65, Life, Accident and Health, Long Term Care, Fixed and Variable annuities licenses and offers securities through Linsco/Private Ledger headquartered in San Diego, Boston, and Charlotte. Holzworth served on the board of directors and as a founding member of Charlotte's United Way Women's Leadership initiative and is co-chair of the Lake Norman Women's Leadership Initiative, which connects and honors women and philanthropy in her community. She has been recognized by the Business Journal as a "Top 25 Woman in Business" (2003) and "40 under 40" (2001) Winner, and Leadership North Carolina Class XI (2004). She is a contributing author to Enterprising Women (Board Member) and Pros Communication magazine. Holzworth and her son H are avid snowboarders. She splits her time between Lake Norman, North Carolina, and Steamboat, Colorado.