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Margaux H. Roth, CFP®

Senior Financial Consultant

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Matter followed Margaux and her career for four years before finally being able to welcome her to the team in early 2015. Margaux brings ten years’ Edward Jones experience, the last five of which were as a portfolio manager for the Edward Jones Trust Company, where she handled discretionary asset management for over 250 accounts. In addition to her deep investment knowledge, tuned technical skills, and savvy relationship talents, Margaux has the broad perspective of the CFP® training and certification.

Margaux earned a BS at North Carolina State majoring in Business Management with focus on Finance and Accounting. She maintained her position on the Dean’s List for four years, graduating summa cum laude, while also playing four years of varsity golf, the last two as team captain. Family usually comes ahead of golf these days, but with her husband an avid golfer and the two young boys already swinging clubs, she is looking forward to many family foursomes in the years ahead. Margaux is also a board member at Autco, Inc. and a member of the Financial Planning Association.

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