Megan Mortimer

Megan L. Mortimer

Practice Business Manager

Megan dedicates each day to serving our clients and supporting our team. Her thoroughness and attention to detail are evident in every task she tackles, which may include opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.

Megan joined Raymond James in 2022, bringing 11 years of financial industry experience as a wealth management client associate. She earned a Bachelor of Science in marketing and communications from The Ohio State University.

Outside the office, Megan serves as a volunteer with Habitat for Humanity and as a board member of 100 Women Who Care Muskingum County.

Megan is from Zanesville, Ohio, where she lives today. In her free time, she enjoys Ohio State football, music, traveling, and spending time with family and friends. She has a grown son, Eli.