Meghan joined Crux Wealth Advisors in 2023 as a Compliance Analyst. She is responsible for a broad range of duties, including analyzing risk and routing the many required forms and approvals through our office each day.
Meghan is an essential partner to each member of our team. Her outgoing nature allows her to easily connect with her peers and clientele. She prepares each advisor from a compliance perspective and ensures our organization is up to date on the rules and regulations, especially in a continually changing and complex industry. The complexities that naturally occur within her position require her to be meticulous when reviewing new information and relaying that information to our team. Meghan’s coworkers know her as a reliable and trusted resource who breaks down intricate details and always looks out for the best for our organization and clients.
Before joining our team, Meghan began her career as a teller at Santander Bank in Fairhaven, MA, where she worked her way up from Banker to License Banker and was later promoted to a Select Banker position. In that role, she worked with the top 10% of clientele in the South Coast Region in MA. Although she enjoys working with clients, she wanted to devote more of her time and career to the compliance realm of investments and later moved to Citizens as a Sales Assistant. After working with two top-performing financial advisors, she obtained the Series 24 license and became a Principal Control Analyst. Meghan graduated from Southern New Hampshire University in 2019 with a bachelor’s in Business.
I was born and raised in Massachusetts and now my partner, Tyler, and I are now raising our family here. In 2023, we welcomed our first child, a daughter, Clarine. Our new and growing family keeps us busy, and I love doing anything that allows me to be outside with my family and two Labradors, Ozzy and Luna. Outside of the office, I also like to keep active and run marathons in the area.