Director - Ops. & Client Svcs.; 1792 WA Registered Sales Assistant; RJFS

Margaret Marques is a Registered Representative who has been in the industry since 2007, beginning as a sales assistant with Wells Fargo Advisors, in Summit, New Jersey, providing administrative and operational support to a group of financial advisors. Margaret expanded her role serving as a member of the Ambassador’s Program becoming the sales assistant training specialist assisting with onboarding and training new hires and held a seat on the Client Associate National Advisory Council.

In 2015, Margaret joined Morgan Stanley, working under the Private Wealth Management division, servicing ultra-high-net-worth clients by providing the tools necessary to preserve and build their financial, family and social capital.

Prior to joining 1792 Wealth Advisors, Margaret served as Morgan Stanley’s Western New Jersey client service associate coach for the complex, which allowed her to lend her expertise and training to new hires, as well as her current peers on a number of areas in the business.

Margaret currently resides in Newark, New Jersey, with her longtime partner, Will, and their children, Isaiah and Wynter. Margaret holds Series 7 and 66 licenses as well as accident, health and life insurance licenses.