Meg has over 25 years of experience in the financial services industry. She is responsible for supporting our team in the servicing of client relationships and providing outstanding customer service on a day to day basis. Meg is committed to assisting the needs of clients and managing any issues that arise. She is organized, proactive, and attentive when it comes to problem solving and planning.
Meg resides in Madison, CT with her husband Scott.
Education & Certifications
University of Rhode Island
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