Meghan is a paraplanner at FDR Group, specializing in assisting clients with their administrative tasks. She holds a Bachelor's degree from the University of Florida and earned her Juris Doctorate along with an Estate Planning Certificate from the University of Florida - Levin College of Law, where she concentrated her studies on tax and estate planning. Meghan also holds Series 7 and 66 licenses.
Recognizing that each client has unique needs, Meghan is dedicated to understanding and addressing the individual requirements of every client she works with.
Additional Credentials
- Securities Industry Essentials® (SIE®)
- Series 7 General Securities Representative (GS) License held with LPL Financial
- Series 66 NASAA-Uniform Combined State Law (AG and RA) License held with LPL Financial