Margarita Duran

Margarita is an LPL Registered Client Associate at Bell Wealth Partners. She began her financial services career in 2022 with Bell Wealth Advisors at Raymond James, where she supported both operational and marketing initiatives. With a background in business analytics, programming, and client-facing roles, she brings a well-rounded perspective to the team.

She earned a Bachelor of Science in Business Administration from the University of Oregon, with a concentration in Operations and Business Analytics and a minor in Computer Information Technology. While completing her degree, she held full-time client service roles and worked on several data and consulting projects, including engagements with city officials, nonprofits, and the University’s athletic department.

Outside the office, Margarita enjoys running, hiking, and spending time on the water. A former varsity basketball player, she remains active and continues to enjoy the game. She is a proud multicultural and multilingual professional who speaks Spanish, Mandarin, and Arabic. She also participates in Latin social dance events such as bachata in the park and salsa at local wineries, embracing her heritage and connection to community.