With over 25 years in the financial industry, Megan is a valuable and reliable team member committed to quality and accuracy. Megan's role includes gathering client data to produce personalized financial plans for our clients as well as problem solving. Megan is the main contact for clients to process requests for transfers/rollovers into accounts, open new accounts, analyze current account holdings, and fulfill research requests. She also completes items such as updates to accounts, account rebalancing, performance reporting and cash requests.
A native of Woodford County, Megan started her career in the financial industry working at United Bank and Trust Company, Versailles Kentucky, in the trust department. In 1994, Megan accepted a sales assistant position at Hilliard Lyons where she worked with Rob Brewer and Van Thompson. Rob and Megan moved to Morgan Keegan in 1998. By that time, Megan had passed her series 7, 63 and 65 exams and two years later passed the series 9 and 10 exams. Morgan Keegan was acquired by Raymond James in 2012.
Additionally, Megan completed her bachelor's degrees in finance and management in 2010 and her MBA in 2013 from Sullivan University. In 2015, Megan obtained her Wealth Management Specialist designation and in early 2016, earned her CERTIFIED FINANCIAL PLANNER™designation.
Megan and her husband, Dave, live in Lexington Kentucky with their toy poodle, Matilda - Mattie for short. They enjoy visiting and vacationing with their eight grandchildren and hiking in our country's national parks. In her spare time, Megan relaxes by reading novels and catching up with friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.