Mary Margolis
My blogs
| Gender | Female |
|---|---|
| Occupation | Financial Consultant |
| Location | Houston, TX, United States |
| Introduction | Mary Margolis graduated from Duquesne University (BS in Business Administration). She began her career at Price Waterhouse as a CPA and later served as a divisional controller with Sony Corporation. In 1991, she joined CIGNA as a financial advisor and co-founded Stavis Margolis Advisory Services in 1996. In 2005 a regional bank purchased the firm, where she stayed on as a Managing Director. In 2010 she co-founded Margolis Brady Financial to cater to the sophisticated planning and investment needs of top level executives, entrepreneurs, retirees and their families. Mary is a CFP®, CPA and a Personal Financial Specialist (PFS), a sub-specialty of the CPA designation. In September 2011 MBR Financial was formed. |