Maggie Mullet
maggie@savvyfinancialllc.com
980-297-9572
Marketing and Client Services Intern
Maggie is a recent high school graduate who is passionate about finance and entrepreneurship. Her interest in learning about the ideas, strategies, and innovations that help individuals and businesses grow led to her connecting with Savvy Financial Founder Leah Williams, MCP®, ChFC®, CLU® in 2025.
Her commitment to maintaining high standards, continuous learning and improvement, and having strong work ethics aligns well with the culture at Savvy Financial.
She’s responsible for assisting with:
- Drafting and distributing communications to clients and prospects
- Preparing, reviewing, and processing client requests
- Maintaining records and handling sensitive financial and personal information with discretion
- Preparing reports and materials for client meetings
She attends the University of Alabama.
Community Participant (Not Merely a Community Resident)
Maggie lives in Cornelius, NC, and has lived in the Lake Norman area most of her life. She loves the strong sense of community the area offers.
Outside of work, Maggie stays active through Pilates and fitness, spending time outdoors, or enjoying everything the Lake Norman area has to offer. She also enjoys traveling, attending concerts, reading, exploring fashion, and spending time with family and friends.
Giving back is an important part of her life as well. She volunteers with organizations such as Luv Michael and Feed the Hunger, donates time at her church, and coaches youth sports.
