Margoth Romero, CFP®
Senior Wealth Manager
Before joining the LourdMurray team, Margoth held positions at LPL Financial, the Vanguard Group and Merrill Lynch.
Margoth is a member of San Diego Women in Finance. She holds the CERTIFIED FINANCIAL PLANNER® certification and earned her Bachelor of Business Administration in Finance and Business Economics from the University of San Diego.
Born in the U.S. and raised in Mexico, Margoth returned to the United States for college. She is fluent in Spanish, and enjoys traveling, horseback riding, skiing and wakeboarding.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC-registered investment advisor. IAPD
© 2025 Hightower Advisors, LLC.