maggie
About Maggie Bilby, CFP®

Maggie Bilby founded Gen² Advisors with a conviction: wealth should feel human, not transactional.
For more than two decades, she has advised multigenerational families through business transitions, estates, and inheritances — moments that carry both financial complexity and emotional weight. Her work is built on integrity, steadiness, and depth across generations.
Maggie holds degrees from Emory University and the University of Florida, and is a CERTIFIED FINANCIAL PLANNER™ professional. Maggie built her career at Merrill Lynch and USAA, and later advising at two respected independent firms. Over time, she has helped steward more than $1 billion in family wealth with a disciplined approach to the long game: thoughtful, steady, and enduring.
She lives in Maitland, Florida with her husband Jonathan, their two daughters, Charlotte and Amelia, and two Australian shepherds. Beyond the office, she is most often outdoors with her family or at her daughters' games, nose in a book — or three — or shaping conversations that linger well past the hour— and often the generation.

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