Hilary Gugig in

Hilary Gugig

Activist · DISC type Cd
Client Services Coordinator at Kings Mill Wealth Advisors
📍 Baltimore, Maryland, United States

Hilary is the Paraplanner and Implementation Manager at Kings Mill Wealth Advisors, where she supports advisors and ensures a seamless client experience. With over 12 years in diverse financial roles, she is also a graduate student at the University of Maryland, pursuing a Master of Library & Information Science.

Outside of work, Hilary is an avid fan of the Baltimore Orioles. Her background includes coordinating events, a passion that may extend into her personal life, as indicated by reviews for wedding and event products. She also enjoys spending time with her dog.

Unique fact: Hilary holds a SAFE License (MLO NMLS #1503695) from her nearly seven-year tenure in the mortgage underwriting industry.

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Experience
12 Years
Current Role
Client Services Coordinator
Job Level
Junior
Location
Baltimore, Maryland, United States
Personality Overview

How Hilary shows up

Value Conscious
Meticulous
Logical And Quick

They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Hilary cares about

Client Experience
Her role as Paraplanner and Implementation Manager is focused on creating a seamless and high-quality client experience from planning through implementation.
Financial Services Compliance
Her background as a Staff Auditor and a licensed Underwriter demonstrates a strong foundation in regulatory and investor guideline compliance.
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Career

Work history

1-2025
Client Services Coordinator
Kings Mill Wealth Advisors
9-2023 - 4-2025
Event Coordinator
The Chasseur
1-2023 - 1-2025
Staff Auditor
Maryland Office of Legislative Audits
1-2021 - 12-2022
Captain - Underwriting
NewDay USA
1-2020 - 1-2021
Underwriter
NewDay USA
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Library & Information Science - MLIS
University of Maryland
2012 - 2016
Bachelor of Arts
North Carolina State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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