Margaret Starner headshot
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.

Barron’s Top 100 Women Financial Advisors, (2019). 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 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 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, 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 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 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.

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. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Research Magazine 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, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and 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 2019, roughly 960 applications were received and 400 were selected to the final list (41.7%). The 400 qualified advisers 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 60-70 percent 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 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.

The Forbes ranking of America’s Top 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, assets under management, 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. 29,334 nominations were received, based on thresholds (7,826 women). 10,681 Advisors were invited to complete the online survey. 9,341 Advisors were interviewed by telephone. 1,925 Advisors were interviewed in-person at the Advisors' location. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.

Investment News Women to Watch submissions were accepted and reviewed based on the following criteria: demonstration of success and leadership, power to effect change, willingness to share expertise and community service. Several hundred were nominated by their firms and the top 20 selected by the Investment news staff. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Investment News is not affiliated with Raymond James.

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 also included a woman who is actively involved in her community through volunteer hours, and board participation. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance.

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 the above organizations and/or charitable causes.