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Margaret C. Starner, CFP®

Senior Vice President, Financial Planner

Margaret Starner is widely recognized as a pioneer in the financial planning industry. For nearly four decades, she has led the Starner Group of Raymond James & Associates, an invitation–only wealth management practice with over $1 billion in assets under management.

A graduate of Stanford University with a degree in economics, Margaret has been extensively quoted in various leading publications, including Barrons, Financial Times, Money, Fortune, and The Wall Street Journal. In January 2005, Margaret graced the cover of Financial Advisor magazine, which identified her as a "trailblazer" in the financial planning industry. Barron’s has identified Margaret as one of America’s Top 100 Women Advisors (2007-2018) and one of America’s top 1200 Advisors (2009-2018). Also, in 2008, Margaret was inducted into Research Magazine’s Advisor Hall of Fame. Margaret was also named to the Financial Times’ inaugural list of Top 400 Advisors in April 2013 and continues in 2018. In 2016-2018, Margaret was named to the Forbes list of America’s Top Wealth Advisors. Investment News honored Margaret with award to 2016 “Women to Watch”.

Throughout her career, Margaret has been a strong advocate for women in the financial services industry. In 1992, she helped found the Raymond James Women’s Advisory Board, an internal organization focused on fostering opportunities for women at Raymond James. In 2006, Margaret was recognized as the Raymond James Woman of Distinction. She is the Founder and Board member of the Women Leadership Alliance, organization to attract more women to be financial advisors.

Margaret is also a member of the Financial Planning Association, serves on the Executive board of John T. MacDonald Foundation since 1996 and as Chairman of the Board in 2008-10, and is a past member of the board of Trustees for the Securities Industry Institute. Prior to joining Raymond James in 1981, Margaret developed long-range plans for the Stanford Research Institute, the Ford Foundation, and United Airlines.

Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for any of these awards. Ratings and awards may not be representative of any one client's experience and is not indicative of future performance. The Raymond James "Woman of Distinction" is an annual leadership award recognizing a senior-level woman who has made a significant impact on the firm and created opportunities for the women who will follow. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. Requalification is required annually. Factors considered for Research magazine’s Advisor Hall of Fame include candidates who have a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Margaret was ranked number 57 on Barron’s list of "Top Women Financial Advisers" in both 2008 and 2007. In February 2009, Margaret was ranked # 27 in Florida in the Barron’s list of "Top 1,000 Financial Advisers." The list is a state-by-state ranking of America’s top financial advisors. The rankings for the Barron’s lists reflect advisers’ assets under management, revenue generated for their firms, quality of service and regulatory records among other factors. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The Barron’s rankings for the Top Women Financial Advisers and the Top 1000 Financial Advisers were determined by Winner’s Circle, a research organization that Barron’s acquired in 2008. *Awards are bestowed by an independent third party organizations not affiliated with Raymond James. More information about these awards can be made available upon your request. For the FT Top 400, a minimum standard for qualifying advisors was set at $250 million in assets under management (AUM) and ten years of experience. Qualified advisors were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Verified assets were provided by the broker-dealer firms. For Forbes, ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.
Margaret Starner