Margaret Velasquez serves as Client Service Manager in our San Antonio market. In her new role, Velasquez will spearhead new client outreach initiatives while strengthening existing customer relationships.
Velasquez brings an impressive 35-year career in the financial services industry, having served in various distinguished leadership positions at Frost Bank. Most recently, she held the role of Key Accounts, Sales Support Marketing Manager, and Senior Vice President of Frost Investment Advisors.
She earned her Bachelor of Arts in Banking and Finance from the esteemed University of the Incarnate Word. Additionally, she holds the Accredited Fiduciary Investment Manager (AFIM™) designation. She is a proud member of the Association of Accredited Fiduciary Investment Managers offered by Cannon Financial Institute and the Center for Fiduciary Studies. She is a CERTIFIED FINANCIAL PLANNER CERTIFICANT ™ earned from the University of Texas at Austin.
In her free time, she enjoys spending time with her husband and her two grown children (when they visit home) enjoying the outdoors biking, kayaking, and hiking. A proud mom, her son and daughter are both medical students and soon-to-be future doctors.