Margaux H. Roth, CFP^®

Margaux joined Matter’s St. Louis office in 2015. She brought ten years of experience at Edward Jones, the last five of which she spent as a portfolio manager for the Edward Jones Trust Company, where she handled discretionary asset management for over 250 accounts.

A certified CFP^®, Margaux’s deep investment knowledge, tuned technical skills, and talent for building meaningful relationships with Matter families makes her a huge asset to our client teams. She particularly enjoys working with families to build their financial education skills and create philanthropic plans that align with their values.

Margaux earned a BS in business management with focus on finance and accounting at North Carolina State, where she also played varsity golf for four years. She serves on the board of her kids’ school, and is also a board member of Autco Distributing, Inc., a family business.

Golf is Margaux’s passion, but she admits that time with her husband and three children is more precious (and realistic) than tee times these days. When she does have a free moment, Margaux enjoys working out, cooking, and having a relaxing meal at a nice restaurant.