Meagan is an integral part of the CrossBay Wealth Management Team, bringing her experience and dedication to our clients and providing quality service. Prior to joining Raymond James in 2022, Meagan began her career in banking and held a similar position with Wells Fargo Advisors, providing over a decade of industry experience. Meagan graduated from the University of Alabama with a Bachelor of Science in Finance and a minor in Computer Science and currently holds her Series 7, Series 66, and insurance licenses.

On the weekends, Meagan and her husband, Daniel, enjoy spending time at their families’ lake properties with their two dogs, Charlie and Fletcher. She is expecting her first child in December.