Margaret Wortham

423-756-3828

E-mail Margaret at mwortham@evergreenci.com

Margaret Wortham, Director of Client Management

As Director of Client Management, Margaret oversees the plan design team and is responsible for managing client relationships in both the wealth transfer/estate planning and non-qualified executive benefit planning markets. She works directly with our clients and their advisors to design, implement and administer customized plans to meet their specific needs.