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Mary Margolis

Phone: (713)664-5880
Fax: (713)552-0906


I began as a CPA at Price Waterhouse. Dealing with the past was interesting, but I discovered my passion was to make a difference in the future. So when financial planning for individuals began to emerge as a profession, I saw it as a way to build on my analytic and problem-solving skills to help families make good long-term financial decisions to improve their lives. I was widowed at 33. I learned first- hand the pain of losing my soul mate and financial partner. Under the weight of varied emotions, I found it difficult to make good and consistent decisions. I was directionless and struggled to find purpose and reimagine what is possible. That is why I am so passionate about working with clients who are preparing for, and transitioning through, major life changes. Making a difference is how I define success. Life transitions require thinking outside the box to move beyond the status quo. Whether anticipated or sudden, change is difficult, often in unexpected ways. Change requires a conscious mind-shift in order to take back control and forge your desired path. Each family’s situation is unique and deserves a customized and well thought-out approach in order to make the best decisions---not reactive, inconsistent or robo-generated decisions. I love learning. Change is constant and my quest to learn enables me to better serve my clients. That is why I have pursued post graduate study in Bowen Theory and certifications such as: CFP®, which has become the most respected standard for planners; PFS, which is the first sub-specialty of the CPA designation and establishes best practices for the technical side of planning; CDFA®, which supports clients and their attorneys with the money side of divorce; and CeFT®, which focuses on the personal side of financial transitions. Community Service. I currently serve as a facilitator at Bo’s Place, a bereavement center offering grief support.


Margolis Brady Raghavan Financial, Inc.
Houston, TX

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

FloridaSince 11/15/1984
TexasSince 05/05/2008


Areas of Expertise