Marguerite Armitage, CFP®

Senior Wealth Advisor

Designations and Licenses

Marguerite is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Marguerite works with clients to provide personalized wealth management solutions to help them reach their goals. She assists clients with financial planning, tax preparation, investing, reporting and a variety of other needs.

Prior to joining Mariner in 2016, Marguerite was the director of client experience at Legacy Financial Strategies, LLC. Her past experience also includes serving as a commercial banking portfolio manager at Iberiabank Corporation in New Orleans.

Marguerite has bachelor’s degrees in English and French Literature from the University of Virginia.

Personal Interests

Marguerite has been a member of the Junior League of Kansas City since 2015 and is involved with Seeds of Hope Brazil, Inc., a charitable organization serving disadvantaged youth in Sao Paolo, Brazil. She enjoys spending time with her husband and daughter, traveling and reading, and is an active supporter of the Mariner Foundation.

Marguerite’s Office

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