Meghan is a paraplanner with FDR Group, specializing in helping our clients with their administrative tasks. Meghan received her Bachelor's degree from the University of Florida, followed by her Juris Doctorate and Estate Planning Certificate at the University of Florida - Levin College of Law. She concentrated her studies on tax and estate planning. She also holds her Series 7 and 66 licenses.
Recognizing that each client is unique, Meghan dedicates herself to understanding the needs of every individual.
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