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.
Registered Representative of Park Avenue Securities.