Southwest Florida native who brings over a decade of experience in the financial services industry to her position. Previously serving as a client representative for consumer banking branches and an investment advisory firm, Meagan is focused on maintaining client-advisor relationships.
As an integral part of the client experience, Meagan continues to provide Moran’s concierge-level service to existing clients while forming new connections. She understands the importance of strict compliance in terms of policies, procedures, and code of conduct, delivering only the highest combination of top-quality professionalism and personal approach.
Born in Miami and raised in Naples, Meagan now spends her time as a mom to three boys, Connor, Gavin, and Noah. She also enjoys giving back to the community as a mentor for the Immokalee Foundation and a volunteer with Collier County Schools. When taking a trip, she prefers a short getaway to Bimini in The Bahamas to watch the world-class sunset.