MARGAUX FIORI

CEO, FIORI FINANCIAL GROUP
FINANCIAL ADVISOR, RJFS

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. Margaux has been recognized as one of Forbes Top Women Wealth Advisors in the country for 2020 and 2021. She was also recognized as one of Forbes Best-In-State Wealth Advisors in 2021.

In 2018, 2019 and 2020 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 is also a Board Member of the Broward Chapter of the American Red Cross.

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.

UP CLOSE AND PERSONAL

The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC.  Please visit https://www.forbes.com/top-women-advisors for more information.(as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.