Margaux H. Roth, CFP^®

Margaux joined Matter’s St. Louis office in 2015 and is now a partner at the firm. A certified CFP^®, her deep investment knowledge, tuned technical skills in estate and financial planning, and talent for building meaningful relationships align with Matter’s approach to supporting multigenerational families strategically and holistically.

Margaux excels at helping Matter families develop their human capital and financial acumen, and she particularly loves collaborating with families to help make decisions that align with their values. She also enjoys leading client-facing teams and working with her Matter teammates to develop the tactical and communication skills that help them serve our clients.

A graduate of North Carolina State – where she played varsity golf – Margaux earned a BS in business management with focus on finance and accounting. She came to Matter with a decade of experience at Edward Jones and was a portfolio manager within the Edward Jones Trust Company. She serves on the board of her children’s school and is also a board member of Autco Distributing, Inc., a family business.

Golf is Margaux’s passion, but she admits that time with her husband and three children is more precious (and realistic) than tee times these days. In her free moments, she enjoys connecting with friends, squeezing in a walk or workout, and watching her children play sports.