About Margaret May CFP®, CLU®, ChFC®, CAP®

Photo by Beowulf Sheehan Margaret May empowers women to create their public and private wealth legacy unique to their passion and purpose, inspiring them to make a difference in the world.

She began her focus on women's financial issues in 1990 with the publication of "Money$ense for Women" and later founded The Institute for Women and Wealth. Today, her renowned workshop series, "The Life You Live is the Legacy You Leave," transcends traditional estate planning and empowers women to resolve existing psychological or emotional barriers that inhibit meaningful individual and family philanthropic giving.

May retired as a Senior Financial Advisor and Managing Principal of American Express Financial Advisors after a successful 18-year career. Her finance career began as Vice President of Development and Fundraising for Boston University, where she received her Bachelor and Masters degrees. She was an instructor in investment and money management at Florida Atlantic University's Continuing Education Department and is Past President of the Treasure Coast Planned Giving Council. May is honored to serve as a member of the board for the National Committee on Planned Giving and the Boston University National Alumni Board.

Listed in "Who's Who in Finance in America," May is a recipient of the Brandeis Women of the Year Award and the Executive Women of the Palm Beaches' Leadership Award. She is a member of Sigma Alpha Iota International Music Fraternity.

May is an accomplished author, philanthropic commentator and advisor, trainer, thought leader, and public speaker. Her financial expertise, experience in estate planning, philanthropic giving, and ability to speak from the heart allows her to bring a unique and inspirational message to her clients and audiences. Her latest book, co-authored with Niki Nicastro McCuistion, is "Women, Wealth & Giving: The Virtuous Legacy of the Boom Generation," published by John Wiley & Sons in 2009.


The Institute for Women and Wealth
Established by Margaret May in 2000, The Institute for Women and Wealth transcends traditional estate planning methods and empowers women to resolve many of the psychological barriers that inhibit the success of family legacy and philanthropic giving issues.

Workshops provide a forum for financially successful women to achieve a better understanding of the financial, emotional, spiritual, and psychological influences that guide their lives. Through workshops, retreats and private briefings, clients can come to understand and create both private and public legacies attuned to their unique hopes, dreams and aspirations.

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Mission

To inspire generations to abundantly fulfill their wealth legacy.

Vision

To transform our community into a more sustainable, vibrant, and compassionate environment.


Values: IDEAL

Instill     Distill     Essence     Abundance     Legacy