Margaret Mattox Gooley

Employer firm

Reify Wealth Advisors, Inc. CRD 121978

$524M regulatory AUM 149 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → 04/2018
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 01/2017 → 04/2018
  Schwab Private Client Investment Advisory, Inc.
  Indianapolis, IN
• 07/2013 → 01/2017
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2018 → 10/2025
  Worley Erhart-Graves Financial Advisors, Inc.
  Indianapolis, IN
• 10/2025 → Present
  Reify Wealth Advisors, Inc. Fka Worley Erhart-Graves
  Indianapolis, IN

Previous Registrations

• 2017-01-20 → 2018-04-13
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2013-07-25 → 2017-01-20
  Charles Schwab & Co., Inc.
  Fishers (Indianapolis), IN
  Indianapolis, IN
  Fishers (Indianapolis), IN
• 2014-05-21 → 2015-10-19
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2013-07-25
• S63 Uniform Securities Agent State Law Examination
  2007-10-05

Designations

• Certified Financial Planner

Other Names

• Margaret Lorraine Mattox