Margarita Barcenas

CFP^®

Wealth Advisor

Margarita joined Hightower Signature Wealth (formerly known as Frontier) as a wealth advisor in 2022. She comes with over 15 years of experience in the financial industry, focusing on private banking and wealth management. She discovered her passion for financial planning as a wealth advisor at Morgan Stanley, where she was tasked with training advisors on how to integrate financial planning into their practices across the Houston area. Margarita earned her CFP® certification in 2007.

Before earning her MBA from the University of Houston’s Bauer College of Business, she received a master’s degree in clinical psychology. The passion to serve and educate translated well as she honed her skills in finance, helping clients identify their financial priorities and life goals with a truly holistic approach. She now enjoys mentoring students at the University of Houston, helping them develop and network so they can have successful launches into their careers. Margarita is passionate about volunteering her time and is on the Board of Directors of the Bauer Alumni Association, serves as Education Director for the Houston chapter of the Financial Planning Association, and is a Board Member for the Cougar Investment Fund. She was also awarded a Distinguished Alumni award for her service in 2016 from the University of Houston.

In her free time, Margarita loves to travel and play outdoors with her husband, Kevin. They love to bike, surf, hike, and do anything else that involves nature. They are parents of Jorge and Tiberius, their chihuahua mix and cat, whose antics keep them busy as well.