Margaret “Maggie” L. Bilby Relationship Manager – Florida Region

Winter Park, FL
407-622-5133

Experience

I started my career at a nation-wide Investment Management firm in 2005. After several years of building various wealth management skills, I started a position at a military family-focused company in the Wealth Management division and eventually took on Advisory and Supervisory roles. In 2015, I was fortunate enough to have the opportunity to interview at DVI. The rest is history!

Credentials

Certified Financial Planner® (CFP®), Certified Wealth Strategist (CWS), Series 7, 24, 51 and 66.

Education

Bachelor of Arts in Economics and English Literature from Emory University & Master of Business Administration from University of Florida.

What are the values that drive you in your professional and personal life?

In my personal and professional life, I value hard-work, determination, curiosity, candor and kindness.

What do you enjoy doing in your free time?

I enjoy being involved in my daughters' activities and supporting their interests. I also enjoy running, writing and learning how to cook mildly tasteful meals.

Tell us one thing about you that might be surprising:

I collect vintage classic literature books. I cannot resist adding to my collection when I see one for sale. My favorite authors are Ralph Waldo Emerson, Jane Austen and Charles Dickens. I believe I read Emerson's essay "Self-Reliance" over twenty times during my Junior year in high school. It was only required to be read once, but I was so captivated by his vision and style of writing.

There’s a Team Behind Every DVI Team Member

DVI is not one person. Our clients come to understand that although they may interact with particular team members more than others, there is a multi-disciplinary team of professionals hard at work for them, collaborating each and every day on their behalf.

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Fiduciary from the Start

Our founder, David Vaughan, created DVI 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community members grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.

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