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 is a soccer and baseball mom. On the weekends (and most evenings) she 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 Woman'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
Columbia University Certified Holistic Financial Coach
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. The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate. Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence ahs earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that a Financial Professional has earned and holds the title in good standing, contact Lynsey Capone-Smith at lynsey.caponesmith@equitable.com. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).