Hilary Gugig

Activist
DISC Type : Cd

Client Services Coordinator at Kings Mill Wealth Advisors

Baltimore, Maryland, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Information Science
Currently pursuing a Master of Library & Information Science, showing a deep interest in how information is organized, managed, and utilized.

Media Appearances

Hilary has no verified media appearances

Work History

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

Education

Master of Library & Information Science - MLIS from University of Maryland
2012 - 2016
Bachelor of Arts from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Baltimore, Maryland, United States Job Level : Junior Designation : Client Services Coordinator at Kings Mill Wealth Advisors
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Insights For Selling To Hilary

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Refer to testimonials from others in similar positions
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hilary is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Hilary

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Hilary move?

  • Their decision making speed is somewhere in the middle.
  • Can Hilary take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Hilary

Personality Compatibility


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