Client Relationship Manager, Margarita Garza, works closely with Melissa & J.J. to make sure clients’ needs are always met with a positive experience and welcomes and assists new clients with the onboarding process. She strives to handle every situation with a smile and is eager to build her career serving clients and learning the wealth management industry. She is eager to learn the financial planning business.

Margarita a native of El Campo and has several years of experience managing a loan credit business. Margarita has a Bachelor of Science in Business and a minor in Accounting.

She is married to Ruben and is highly active and involved with her children, grandchildren, church and family. She enjoys attending Christian concerts, traveling, and trying new restaurants.