MARGAUX FIORI

CHIEF EXECUTIVE OFFICER, FFG

Margaux Fiori has worked in the investment and financial services industry since 1997. She is the Founder and CEO of Fiori Financial Group.

Margaux is senior investment manager with a tactical investment style that focuses on behavioral finance and fundamental analysis.She is also a Certified Divorce Financial Analyst (CDFA®).

Margaux was a Raymond James investment representative from January 2016 to December 2022. 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 and 2022.

In 2018, 2019, 2020, 2021 and 2022 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. As of December 2022, Margaux became a member of the Bonnie McElveen-Hunter Tiffany Circle

Margaux earned her degree in international finance from Barry University, holds her Series 66 License 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.

UP CLOSE AND PERSONAL

** 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.