Margaret Marx

EXECUTIVE ASSISTANT & CLIENT RELATIONSHIP MANAGER

Bio

Margaret Marx has been in the financial industry for more than 20 years.  As an executive assistant, she supports the team of advisors at SharpePoint and oversees day-to-day operations. As a client relationship manager, she is committed to helping clients through all aspects of their experience with the firm and maintaining overall client satisfaction.

Throughout her career in the industry, Margaret has served as a personal banker, bank manager and client relationship manager. She has accumulated awards for her excellent client service but is especially proud of the long-lasting relationship she has built with her clients and colleagues over the years.

Margaret is a native Arizonian (with a brief stint in Wisconsin) and received her associates degree from Mesa Community College. She is active in the community and was awarded a special plaque by the Bolder Mountain Therapy Foundation at a playground she helped fundraise for.  She has also been honored by the Zoo Walk for Autism for her efforts in fundraising for the organization 12 years in a row.

She currently resides in Mesa with her son. Margaret enjoys mountain biking, off-roading, and brewing craft beer.