Margaret Velasquez, AFIM®
Margaret joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1987 and has over 25 years of investment experience.
Her primary responsibilities include overseeing the Adviser’s marketing department, in addition to marketing the Adviser’s services within three separate divisions: Broker Dealers; Retirement/401K Platforms; and Financial Advisors. In addition, she assists in developing market structures for fund distribution and other direct channels including exhibiting at investment conferences for potential outlets. Organize venues and hosts marketing events to promote brand and product awareness.
Prior to joining the Adviser, she was a mutual fund analyst for the Trust Investment department; Financial Management Services department supervisor and Core Portfolio Manager/Trader.
Margaret holds a Bachelor of Business Administration degree in Banking and Finance from the University of the Incarnate Word. She is a holder of the right to use the Accredited Fiduciary Investment Manager (AFIM™) designation and a member of the Association of Accredited Fiduciary Investment Managers offered by Cannon Financial Institute and the Center for Fiduciary Studies.