Prior to joining Alex. Brown, a division of Raymond James, in 2016, Meg started her career at Alex. Brown back in 1994 and later Deutsche Bank. She has since spent over 20 years helping her clients develop ways to help achieve their financial goals. Meg provides advice and strategies through a comprehensive process of understanding investment objectives and expectations. Her wealth management strategies help high-net-worth individuals, endowments, foundations and corporations.
Her client style allows her to recommend integrated investment management plans designed to preserve and manage capital through asset allocation, diversification across both traditional and alternative asset classes, and prudent management of risk. Meg is extremely detailed and responsive – two qualities her clients love.
Meg received her degree in economics from Villanova University and holds an MBA in finance and international business from New York University, the Stern School. She currently serves on the board of Street-Level Youth Media, a Chicago not-for-profit focused on educating local urban youth in media arts and emerging technologies. Originally from New England, Meg currently resides in Chicago with her husband, Arthur.
Asset allocation and diversification do not ensure a profit or protect against a loss.
Raymond James is not affiliated with the above organizations and/or charitable causes.