The backbone of all things administration, Margaret prides herself on creating an elevated client experience. Whether she’s focusing on money movement and trading, calendar management, or simply managing client requests, Margaret’s leading mission is to exceed clients’ expectations while cultivating a deeply efficient office environment.
Aside from having over 30 years of experience in the financial industry – including more than a decade as a registered financial associate – Margaret holds her Series 7 and 65 as well as her insurance and annuity license. She continued expanding her career by joining Raymond James, a firm known for its client-first values, in August 2021.
Despite being born in Iowa, Margaret has lived in Florida for most of her life. She resides in Palm Beach Gardens with her husband, Anthony, and their son, Angelo.
