Focus

As a Senior Registered Client Associate, Meghan is dedicated to building personal and professional relationships with clients, while supporting the needs of the financial advisors.  Responsible for administrative oversight and handling of client inquiries, Meghan provides a high level of personalized service, and clients appreciate her attention to detail, as well as her ability to handle client issues with empathy and efficiency. 

Experience

With more than 15 years of experience focused on client service, Meghan’s solid background enables her to provide a seasoned perspective to her team and clients. 

She joined Morgan Stanley in 2007, and transitioned with the team to Wells Fargo Advisors in 2011.  Meghan earned her Bachelor’s degree from Stonehill College and has the FINRA Series 7 and 66 registrations, in addition to her MA Life and Health Insurance license.

In 2014, she earned the Wells Fargo Advisors Platinum Council Client Associate  (previously Premier Client Associate) distinction which is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. Meghan is also among a select group of associates nominated to participate in the Ambassador program.  Ambassadors serve as a resource for Home Office to test out ideas, concepts and policies with Financial Advisors, Managers and Support Staff. She has also served for two years as a member on the CA Advisory Council. Council members collaborate with points of contacts within their Region to identify opportunities for policy and process improvements and in turn, team up with management to help resolve them.

Away from the Office

A Massachusetts native, Meghan resides in her hometown of Fairhaven with her dog, Roxie.  In her free time, she enjoys traveling, yoga and running.


CA Insurance License #1657519. Resident State MA