4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Insitutional Client Service
Meagan joined CAPTRUST in 2011 and serves as a manager in the client services department, responsible for leading a team of retirement plan client management consultants located across the east coast. Meagan delivers proactive service to CAPTRUST clients while also serving as an internal resource and mentor for the institutional team. Prior to being a manager, Meagan was a team leader, as well as an institutional client management consultant for CAPTRUST.