Meghan joined Raymond James in April 2023. She dedicates herself to providing exceptional client service. She applies her more than 20 years of financial services 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, CT focused on providing portfolio management solutions to not-profit institutions and 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 a Series 7 and 63 license.

A local Ridgefield 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.