Sr. Registered Admin Extension Associate

With over 13 years of experience in the Wealth Management industry, Meg values cultivating relationships and prioritizing an exceptional client experience. Prior to Raymond James, Meg was a Business Development Officer with Truist Investment Services, Inc. where she assisted in comprehensive financial planning, marketing strategies and operational initiatives with her team. She is a cum laude graduate of Appalachian State University in Boone, NC, and currently holds her Series 7, Series 66 and insurance licenses. Meg also obtained the Chartered Retirement Planning Counselor designation (CRPC™) in 2022. Her personal interests include travel, health and wellness, and spending time with friends and family.