Margaret Bio Headshot
Margaret C. Starner, CFP® Senior Vice President, Financial Planner

I grew up working at my parents’ grocery store in Mississippi, starting at just 6 years old, watching my parents work hard and get to know their customers. That experience gave me a real-world understanding of people that I still lean on today as I advise clients on planning their financial futures.

Building genuine relationships is a value I learned early that has been key to building a successful business and life. I have continued to keep relationships at the core of my business, from founding The Starner Group of Raymond James in 1981 to leading and growing into the invitation-only wealth management practice it is today.

Your success, and helping you pursue your dreams and wishes, is my focus every day at The Starner Group. It takes a fair amount of work to plan your life, which is why we partner with select clients for whom we can make a difference through high-tech and high-touch financial planning.

AWARDS + RECOGNITION

Widely recognized as a pioneer in the financial planning industry, I’ve had the honor of being quoted in and recognized by leading publications, including:

MEMBERSHIPS + BOARDS

  • Financial Planning Association member
  • John T. MacDonald Foundation
    • Executive board (1996 – current)
    • Chairman of the board (2008 – 2010)
  • Securities Industry Institute
    • Past member of the board of trustees

ADVOCATE FOR WOMEN, HEALTH AND EDUCATION

  • Founder and board member of the Women’s Leadership Alliance, an organization to attract more women to be financial advisors
  • Founded the Raymond James Women’s Advisory Board (1992), focused on fostering opportunities for women at Raymond James
  • Recognized as the first Raymond James Woman of Distinction with an award in 2006
  • Supporter of causes enhancing education and healthcare access for young students

PAST EXPERIENCES THAT SHAPED ME

  • Graduating from Stanford University with a degree in economics
  • Holding jobs out of college in research and planning
  • Staying home with my kids for 15 years
  • Reentering the workforce after my 40th birthday
  • Developing long-range plans for the Stanford Research Institute, the Ford Foundation and United Airlines

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with any of the companies mentioned.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Barron’s Hall of Fame Award, 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. "Barron's Hall of Fame" is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron's annual Top 100 Advisor rankings, and their long-looking commitment to excellence is a hopeful example for the industry to follow. The Top 100 Advisor rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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 ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

Barron’s Top 100 Women Financial Advisors (2021). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of seven years of financial services experience; acceptable compliance records (no criminal U4 issues); client retention reports; charitable and philanthropic work; quality of practice; designations held; offering services beyond investments offered, including estates and trusts; and more. Financial advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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 ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

Barron’s “Top 1,200 Financial Advisors,” March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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 ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisors had to have 10 years of experience and at least $300 million in assets under management (AUM), with no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2018, roughly 880 applications were received and 400 were selected to the final list (45.5%). The 400 qualified advisors were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60% to 70% of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

Data provided by SHOOKTM Research, LLC. Data as of 3/31/20. America’s Top Wealth Advisors (Forbes.com, Aug. 2020). The ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, 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 criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future performance or representative of any one client’s experience. Research summary (as of Aug. 2020): 32,325 advisor nominations were received based on high thresholds. 15,577 advisors were invited to complete the online survey. SHOOK has conducted over 12,456 telephone interviews with advisors. 2,646 advisors were interviewed in person at the advisors’ locations. Final list of the top 250 advisors was then compiled based on an algorithm that considers both quantitative and qualitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information: forbes.com/top-wealth-advisors.

The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit forbes.com/top-women-advisors/#28abc5bd51f4 for more info.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.

Nominees for the 2020 InvestmentNews Diversity & Inclusion Lifetime Achievement Award must currently be working as financial planners, registered representatives or registered investment advisors, or as industry professionals in a role that supports financial advisors. Judges will consider management, team development, achievement and a minimum 15-year commitment to fostering diversity and inclusion. InvestmentNews received about 130 nominations for the Diversity & Inclusion awards and selected one individual for the Lifetime Achievement award. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating, nor is Raymond James affiliated with InvestmentNews.