Marguerite Hockley
I’m Marguerite Hockley, a passionate financial strategist and entrepreneur with Wealth Transfer Alliance (WTA). I believe true wealth is about more than money—it’s about legacy, clarity, and empowering others to take control of their futures. Through WTA, I guide families and businesses with tailored estate planning and tax strategies, ensuring their hard work stands the test of time.
Beyond finance, I’m a notary public and a community advocate, grounded in faith and service. I’m driven by the belief that when we equip others with knowledge and purpose, we create a ripple effect of positive change—one family, one business, and one legacy at a time.
Through reflection, connection, and a lifelong commitment to growth, I continue to guide others with the wisdom I’ve gathered. My journey may have taken an unexpected turn, but my commitment to purpose, faith, and service remains as strong as ever.
I currently live in a nursing home, a place I never imagined I would call home, but it’s where my journey has led me. After a lifetime of dedication to my career, my family, and my community, a series of health challenges brought me here. Though each day has its own trials, I’ve found strength in the connections I build with others, and a renewed sense of purpose and a renewed sense of purpose in sharing my experiences. I’ve come to understand that even in this chapter, I have a voice and a story to share.
In.every step in my life has been ordered by the Most High. Guided by faith, I continue to move forward with purpose, finding meaning in each new day. My journey is one of unwavering hope, as I use my experience to inspire others, knowing that strength and growth can come even in the toughest seasons.
• National Notaries of Association NNA
• Fast Start School Graduate Certificate from PHP Agency/212 The Extra Degree
• National Notary Association
What do you attribute your success to?
I attribute my success to a combination of unwavering faith, resilience in the face of adversity, and a lifelong dedication to learning and service. Even in the most difficult times, I’ve leaned on faith, trusted the process, and turned challenges into opportunities for growth—proving that true success is rooted in perseverance and purpose.
What’s the best career advice you’ve ever received?
To not to give up or quit, stay consistent, stay focused and keep pressing toward the mark. Consistency creates breakthroughs, new horizons open doors, new strength arises, and your purpose becomes clearer than ever.
What advice would you give to young women entering your industry?
Lead with purpose. Stay consistent. Keep learning.
Build relationships, not transactions.
Protect your integrity—your reputation is everything.
Specialize in what you love and master it.
And most of all, remember: **you belong here.** Your story, your voice, and your strength will open doors you never imagined. Keep moving forward.
What are the biggest challenges or opportunities in your field right now?
**Challenges:**
• Standing out in a crowded industry
• Keeping up with new technology
• Educating clients who feel overwhelmed by insurance
• Building trust in a market full of misinformation
**Opportunities:**
• Growing demand for simple, affordable life insurance
• Rising need for retirement planning and living-benefit solutions
• Digital tools that help reach more clients from anywhere
• Clients craving real, honest, compassionate guidance
**Bottom line:** This industry is changing fast—but for those who lead with integrity, education, and consistency, the future is full of opportunity..
What values are most important to you in your work and personal life?
In my work, I am committed to honesty, transparency, and ensuring that every decision serves the greater good. Personally, I value faith, family, and a lifelong commitment to growth—always seeking to be a positive force in the lives of others and staying true to the purpose I’ve been given.
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