Hilary Gugig in

Hilary Gugig

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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

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Communication Style
Decision Approach
Work Preference

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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

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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)

DISC behavioral profile

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