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, fullservice 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 a 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. She is actively involved in her church where she serves as a Lector and participates in various ministries.

Margaret played Division 1 college tennis for the University of South Carolina. She still competes in local and national events including the 2023 USTA National Women’s 9.0 Team Championships and the 2022 USTA National Mixed 9.0 Team Championships.