Meet the Experts Behind Your Success

Megan is a Client Relationship Associate on the advisory team at SAX Wealth Advisors, where she supports advisors across every stage of the client journey, from onboarding new clients to processing transactions and helping build out financial plans. She has a natural instinct for anticipating what clients and advisors need before they have to ask, and she prides herself on keeping communication clear and relationships strong.

Megan brings more than 20 years of experience in financial services to her role, having built a diverse background across retail banking, equity research, and investment banking before joining SAX Wealth Advisors.

Outside of work, Megan is an avid long-distance runner and has completed 10 marathons.