In September 2019, Megan transitioned to Raymond James with our team from JPMorgan Chase Bank, where she was a private client investment associate as well as a licensed banker with JPM. Earlier in her career, she worked for Lincoln Financial Advisors. She earned a bachelor’s degree from Purdue University.
To be able to provide better service to clients and advisors, Megan has obtained her Series 6, Series 7, Series 63 and Series 66. She has also obtained the Accredited Asset Management Specialist from the College of Financial Planning.
Megan lives in Lafayette with her husband and two children. In her free time, she enjoys activities with her children, camping and traveling.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.