Margaret Velasquez, 

AFIM®

Key Account Specialist and Marketing Sales Support Manager

Margaret Velasquez

Margaret joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1987 and has over 30 years of investment experience. Her background includes mutual fund analysis for the Trust Investment department; Financial Management Services department supervisor and Core Portfolio Manager/Trader. 

Her primary responsibilities for the Adviser include Key Accounts and Internal Sales Support Manager.  She oversees the Adviser’s marketing department, in addition to being the dedicated person to oversee the key account relationships for the Adviser by supporting existing placements and expanding on creating new relationships for business growth by working in tandem with the external sales teams.  Implements marketing plans and programs, assists in developing new marketing and advertising campaigns and develops strategic communication deliverables. 

Margaret holds a Bachelor’s degree in Business Administration with a concentration 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.