Margarita V. Mayor

Margarita V. Mayor

Financial Consultant

Retirement Planning Specialist

At Retirement Group

Margarita V. Mayor graduated from Drexel University in Philadelphia with a Bachelor of Science degree in Finance and Marketing.  Marge began her career in financial services while pursuing her undergraduate degree as an intern with NatWest Bank Financial Markets Group, working in their compliance group and then on their Fixed Income trading desk. After her graduation from Drexel, Marge began her full time career on the Fixed Income trading desk at JP Morgan Securities Inc., then subsequently spent 17 years with Tradeweb Markets LLC.  Marge transitioned from the Institutional side of Finance to the Retail side of Finance in 2016 as she knew there is a strong need for women advisors. 

Marge follows a holistic goals-based approach to Financial Planning.  Through proactive engagement, Marge listens to her clients in order to fully understand their specific situation.  Strategies are then developed and discussed and with thoughtful collaboration and partnership, she helps her clients in achieving their goals.

At Equitable, Marge completed coursework for a Wharton Certificate in Retirement Planning, in order to be designated a Retirement Planning Specialist.  Marge believes that to deliver quality advice, you must constantly strive to educate yourself and your clients in order to empower them to make good decisions.

Marge is a lifelong resident of Monmouth County, and currently resides in Ocean Township, NJ, with her husband Barry, sons, Lucas, Logan, and Leo. Marge is a soccer and baseball mom and on the weekends (and most evenings) can be found at the “fields.”  Marge's charitable interests include volunteering at her parish, St. Anselm in Tinton Falls in addition to being an active member at the Women's Club of Asbury Park, where she is currently serves on the board as Financial Secretary.

 

My Professional Qualifications are:
Retirement Planning Specialist
Life & Health insurance in various states,
FINRA Securities registrations:  Series  7, 63, 66

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.                                                      

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-292-3341
Fax 732-528-6741