Margaret Roset


Margaret has over seventeen years of financial industry experience. She is a CERTIFIED FINANCIAL PLANNER™ professional, and still maintains her CPA license. Prior to being a financial advisor, Margaret spent eight years in public accounting, most of them with big four firm KPMG, where she was a tax manager.

Margaret has been with Raymond James since 2007 as Vice President, Investments. She holds her Master of Accountancy Taxation from the University of South Florida and her Bachelor of Accountancy from the University of South Carolina. Margaret is a past president of the Interbay Rotary Club, and competes actively in local and national USTA tennis leagues.




Raymond James financial advisors do not render tax services. Please consult a qualified professional regarding tax matters. 

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.