Margaux Fiori has worked in the investment and financial services industry since 1997. She is the Founder and CEO of Fiori Financial Group and is a registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC.
She has a tactical investment style that includes wealth management, financial planning, estate planning, supplemental retirement income, asset preservation with insurance, and corporate planning. She is also a Certified Divorce Financial Analyst (CDFA®).
Margaux joined Raymond James, as an investment representative in January 2016. Previously, she served as an investment representative at LPL and Lincoln Financial Securities and as an Associate Vice President with Morgan Stanley. In 2020, Margaux was recognized as one of Forbes Top Women Wealth Advisors in the country.
In 2018 and 2019 Margaux received the Raymond James Financial Services Leaders Council Award. Leader’s Council membership is based mainly on assets under management, and fiscal year productions. (requalification is required annually.)** In 2017, Margaux received the Raymond James Executive Council award in recognition of Dedication and Service to clients, and High Levels of Professional Performance.
She was also nominated by The Boys and Girls Club of Broward County as one of the 2017 100 Outstanding Women of Broward County. She is an Honorary Board Member of the Special Olympics and was also the Chairwoman in 2018 of 100+ Women Who Care- Broward Chapter which is a group that works together to help and serve in the Fort Lauderdale community.
Margaux earned her degree in international finance from Barry University, holds her Series 7 and 66 and maintains Florida license 2-15 for health, life, and annuities. In 1999, she was a member of the Morgan Stanley Women’s Mentor Program, this program mentors up-and-coming women in the investment industry. At Morgan Stanley, she was chairwoman of the First Woman’s Club, a networking club for professional women.
Margaux is a native of New Jersey, and was a competitive figure skater for 12 years. Her dedication to the sport made her an Olympic hopeful. In her spare time, she enjoys exercising, the arts, walking her two dogs, Prada and Aspen, and analyzing the markets. In 2019 she embarked on a new project and successfully completed building a 6000 sq ft new home for FFG. She currently resides in downtown Fort Lauderdale and plans to open a second office in New York City in 2021 alongside her business partner.
** Membership is based on prior fiscal year production. Re-qualification is required annually. The awards/ratings mentioned above may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors’ future performance. No fee is paid in exchange for these awards/ratings. Morgan Stanley and LPL Financial LLC are not affiliated with Raymond James