Margaret Terry, Relationship Coordinator
Margaret plays an essential role in providing attentive, high-quality service, managing day-to-day client needs, and ensuring a smooth experience across all touchpoints. Primarily supporting Dan Katz and his clients, her proactive communication and attention to detail help strengthen these vital relationships, reaffirming Revolve’s commitment to exceptional service. With a background in communications, she is a valuable contributor to Revolve’s content creation efforts, innovating client engagement efforts and ensuring valuable information is shared.


Margaret is one of the talented, dynamic professionals at Revolve Wealth Partners. Learn more about the rest of the team.
Meet the Team