Meghan joined Raymond James in April 2023. She dedicates herself to providing exceptional client service by applying her more than 20 years of financial industry experience to providing timely, accurate and meaningful answers to our clients’ requests and questions.
Prior to joining Raymond James, Meghan held various roles servicing clients at Commonfund, an asset management firm located in Wilton, Connecticut, focused on providing portfolio management solutions to nonprofit institutions. She also previously worked at Keefe, Bruyette & Woods, a financial-services-focused investment bank based in New York City, where she worked within their capital markets and asset management groups.
Meghan is a graduate of Gettysburg College where she earned a Bachelor of Arts degree in French. She holds her Series 7 and 63 licenses.
A local Ridgefield, Connecticut, resident, Meghan enjoys spending time in the community with her husband, Marc, and their two children, Paige and Clayton. Outside of work, Meghan can be found skiing with her family, taking their dog for hikes, cooking and attending local performances by ACT of Connecticut.