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Margaret C. Starner, CFP®

Senior Vice President, Financial Planning

Margaret Starner is widely recognized as a pioneer in the financial planning industry. For nearly three decades, she has led the Starner Group of Raymond James & Associates, an invitation-only wealth management practice with approximately $350 million in assets under management.

A graduate of Stanford University with a degree in economics, Margaret has been extensively quoted in various leading publications, including Money, Fortune, and The Wall Street Journal. In October 2001, Mutual Funds magazine recognized her as one of the "100 Great Financial Planners" in the United States. In January 2005, Margaret graced the cover of Financial Advisor magazine, which identified her as a "trailblazer" in the financial planning industry. Barron’s has identified Margaret as one of America’s Top 100 Women Advisors (2007-2011) and one of America’s top 1000 Advisors (2009-2011). Also in 2008, Margaret was inducted into Research Magazine’s Advisor Hall of Fame. In 2010 and 2011, Margaret was named "Top 50 Women in Wealth" by Investment Advisor.*

Throughout her career, Margaret has been a strong advocate for women in the financial services industry. In 1992, she helped found the Raymond James Women’s Advisory Board, an internal organization focused on fostering opportunities for women at Raymond James. In 2006, Margaret was recognized as the Raymond James Woman of Distinction.

Margaret is also a member of the Financial Planning Association, serves on Executive board of John T. MacDonald Foundation since 1996 and as Chairman of the Board in 2008-10, and a past member of the board of Trustees for the Securities Industry Institute. Prior to joining Raymond James in 1981, Margaret developed long-range plans for the Stanford Research Institute, the Ford Foundation and United Airlines.

*Past performance is not indicative of future results. Individual experiences may vary. Ranking criteria for the “100 Great Financial Planners” included such factors as account minimums, areas of specialization, methods of compensation, regulatory record, and discussions with colleagues and clients. The Raymond James “Woman of Distinction” is an annual leadership award recognizing a senior-level woman who has made a significant impact on the firm and created opportunities for the women who will follow. Factors considered for Research magazine’s Advisor Hall of Fame include candidates who have a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Margaret was ranked number 57 on Barron’s list of "Top Women Financial Advisers" in both 2008 and 2007. In February 2009, Margaret was ranked # 27 in Florida in the Barron’s list of "Top 1,000 Financial Advisers." The list is a state-by-state ranking of America’s top financial advisors. The rankings for the Barron’s lists reflect advisers' assets under management, revenue generated for their firms, quality of service and regulatory records among other factors. The Barron’s rankings for the Top Women Financial Advisers and the Top 1000 Financial Advisers were determined by Winner's Circle, a research organization that Barron's acquired in 2008.
Margaret Starner