Margaret Roset

CFP®, CPA

With the knowledge that comes from more than 25 years of experience in the financial services industry, Margaret helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.

From financial planning to comprehensive portfolio management, Margaret's recommendations are made in the interest of providing the highest value and benefit to you. At Raymond James, Margaret has the financial expertise and access to services of one of the largest independent, full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, providing all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Margaret joined Raymond James in 2007 after nine years in the securities industry. Prior to that, she spent 8 years in public accounting, as Tax Manager. 

Margaret received a Bachelor of Science in Accounting from the University of South Carolina and a Master of Accountancy, (taxation) from the University of South Florida.

Margaret has been a member of the Tampa Interbay Rotary Club for over 20 years and served as her chapter's first female President in 2004.

Margaret volunteers in her daughter's Girl Scout troop and is actively involved in her church where she serves as a Lector and Assistant Catechist for Children's Religion Education.

Margaret played Division 1 college tennis for USC and has recently returned to the sport. She competes in local and national events, including the 2015 USTA National Women's 4.5 Team Championships.

 

 

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.