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Margie Mattoso

Margie Mattoso is a Director at Merit Advisors, where she builds and manages client relationships across the oil and gas and energy infrastructure sectors, helping clients identify property tax, credit, and incentive opportunities at the state and local level. She joined Merit in

2026 after a decade in energy finance and market intelligence. Most recently, Margie was a Global Account Manager at Wood Mackenzie, managing more than 20 strategic accounts across the energy value chain. Earlier in her career, she held engineering analyst roles at BBVA, The Carlyle Group, and Deutsche Bank in Houston. Margie earned a Bachelor of Science from Austin Peay and is completing an MBA with a concentration in finance at the University of Houston-Downtown.

Rewards of Merit

Explore our case studies to see how Merit helps energy companies unlock trapped value.

Maximizing Energy Storage Tax Credits & Incentives

Power & Infrastructure
Case Study

This energy infrastructure provider switched to Merit after a prior advisor fell short in capturing available incentives.

Saving $100 Million for Utility-Scale Projects Across Texas

Power & Infrastructure
Case Study

Merit coordinated 12 abatements across six utility-scale power projects, securing critical tax savings while meeting tight deadlines.

Protecting At-Risk Property 
Tax Abatements

Power & Infrastructure
Case Study

Merit preserved critical abatements after our client’s prior advisor made an error that jeopardized significant savings.