Client Service Associate
Meagan is a seasoned Client Services Associate with 14 years of experience. A member of the legacy Retirement Wealth Solutions team, she is a valuable part of the Security Financial Management client support team. Her aptitude for helping clients handle overwhelming tasks and her white-glove approach to service is what sets Meagan apart. A graduate of the University of Central Florida, Meagan chose a career in the financial planning industry because she wants to help people focus on living their lives, not constantly worrying about finances.
A true Orlando native, Meagan enjoys spending time in the Florida sunshine at the beach or by the pool with friends and family, especially her daughter. She also likes to listen to music, audiobooks, and podcasts, and studies astrology and ancient mythology for fun. As an avenue for artistic expression, Meagan showcases her talent for manicures through the use of a unique color palette.
