Megan began her career in the financial services industry in October 2021. With a longstanding interest in personal finance, she quickly developed a strong foundation in the industry and has consistently demonstrated an enthusiastic, proactive approach to supporting her team and delivering exceptional service.
She has a solid understanding of client relationship management and thrives in a collaborative environment, where she enjoys supporting both clients and colleagues. Megan is driven by a passion for continuous learning, professional growth, and excellence in her work.
Megan holds the FINRA Securities Industry Essentials (SIE), Series 7, Series 63, and Series 66 licenses.