Margaret
Margaret Marques Director of Operations and Client Services, 1792 Wealth Advisors Registered Client Associate, RJFS

At 1792 Wealth Advisors, Margaret currently manages the operational division of the branch, and is responsible for creating and maintaining a world class service model that continues to evolve to reflect the needs of clients.

Margaret Marques is a Registered Representative who has been in the industry since 2007, beginning as a Sales Assistant with Wells Fargo Advisors, in Summit, NJ, providing administrative and operational support to a group of Financial Advisors. Margaret expanded her role serving as a member of the Ambassador’s Program becoming the Sales Assistant training specialist assisting with onboarding and training new hires and held a seat on the Client Associate National Advisory Council. In 2015, Margaret joined Morgan Stanley, working under the Private Wealth Management division, servicing the Ultra High net worth client segment, focusing on assisting clients by providing the tools necessary to preserve and grow their financial, family and social capital. Prior to joining 1792 Wealth Advisors, Margaret served as Morgan Stanley’s Western New Jersey Client Service Associate Coach for the Complex, which allowed her to lend her expertise and training to new hires, as well as her current peers on a number of areas in the business.

Margaret currently resides in Hackettstown, NJ with her fiancé, Will, and their two children, Isaiah and Wynter. Margaret currently holds a Series 7 and 66 licenses as well as her Accident, Health and Life Insurance licenses.