Mary Margolis

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About me

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.