Christy Margaritis - Wealth Management in Investing, Retirement | Better Money Decisions

Christy Margaritis

ASSOCIATE ADVISOR


 

Christy Margaritis is an Associate Advisor in our Phoenix, Arizona office. She began her career in 1999 at Charles Schwab where she quickly earned several awards and became part of the elite 500 Club for her highly valued client service and business development skills. After two years at Charles Schwab, she made the decision to pursue her career in the independent sector and started working with AIG Advisor Group.

Over the next ten years, she managed multiple top producer’s financial practices, building strong relationships with clients through transparency, commitment and most of all, trust. Christy has a passion for financial services. She has personally seen the value provided by advisors who helped her “salt-of-the-earth” grandparents live a comfortable retirement.

Recently, Christy built a world-class client service team for a local broker dealer using cutting edge technology platforms, project management methodology and good old-fashioned quality leadership. These skills enabled her to deliver top-tier service and increase client satisfaction.

“Service is not just something you do as a job but is a part of who you are as a person: it’s a passion for helping others.”

Christy brings this approach into every client interaction and is committed to guiding others in this belief as well. Her strong relationship building and collaboration skills combined with solid business judgment provides clients with the guidance they need in navigating the complexities of their financial lives.

Her most prized possession is her library of over 3,000 books and she has loved reading every one! Christy enjoys spending time with her two beautiful grandchildren, Aurora and Noah.

CHRISTY’S WORST MONEY DECISION: Taking all debt accrued during my marriage just to get the divorce done faster.

CHRISTY’S BETTER MONEY DECISION: Starting and contributing to a 401k since the age of 22.

REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.

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