Client Services Advisor
Megan’s primary role is to collaborate with a team of advisors to ensure client’s needs are met, while also providing support to the Worth Advisors team. Megan finds personal fulfillment in assisting our clients through our process here at Worth Advisors.
Megan comes to Worth Advisors after owning her own business at Northwestern Mutual. During her time there she served as a financial representative to her clients, helping them with a game plan for their financial endeavors.
Originally from Stafford, Virginia, Megan earned her undergraduate degree in Computer Science from Francis Marion University while playing on the Women’s Basketball Team. After a successful playing career, she went on to coach college basketball for twelve years at various colleges.
She enjoys spending her free time hanging out with friends, family and her rescued Boxer “Happy”. Megan is also an avid college basketball fan as well as a loyal fan to her Charlotte home teams.