Margarita joined Frontier as a Wealth Advisor in 2022. She comes with over 15 years of experience in the financial industry, focusing on private banking and wealth management. She discovered her passion for financial planning as a Wealth Advisor at Morgan Stanley, where she was tasked with training advisors on how to integrate financial planning into their practices across the Houston area. Margarita earned her CFP® designation in 2007.
Prior to receiving her MBA from University of Houston’s Bauer College of Business, she earned a Master’s degree in Clinical Psychology. The passion to serve and educate translated well as she honed her skills in finance, helping clients identify their financial priorities and life goals with a truly holistic approach. She now enjoys mentoring students at the University of Houston, helping them develop and network so they can have successful launches into their careers. Margarita is passionate about volunteering her time and is on the Board of Directors of the Bauer Alumni Association, serves a Education Director for the Houston chapter of the Financial Planning Association, and is a Board Member for the Cougar Investment Fund. She also was awarded a Distinguished Alumni award for her service in 2016 from the University of Houston.
In her free time, Margarita loves to travel and play outdoors with her husband, Kevin. They love to bike, surf, hike and anything else that involves nature. They are parents of Jorge and Tiberius, their chihuahua mix and cat, whose antics keep them busy as well.
“Success does not necessarily mean wealth or great material gain or even professional accomplishment. It can include those things; but success must be defined uniquely by each individual in the climb.”
JOE ALLEN AND DAVID DONALDSON, HOW TO BE SUCCESSFUL