Marguerite Armitage, CFP®
Wealth Advisor
Designations and Licenses
Marguerite is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Prior to joining Mariner Wealth Advisors 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.
She has a bachelor’s degree in English and French 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 and is an active supporter of the Mariner Foundation. She loves traveling and reading.
Marguerite’s Office
Insights
Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate
August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending
July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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