Associate Wealth Manager
Megan functions as an Associate Wealth Manager which includes supporting planners with the financial planning process, overall client service and account maintenance. She is a member of the Investment Committee as well as the marketing and public relations team. She also assists with overall office management and organization, maintenance of day-to-day operations and support for the Harbor staff. She coordinates client events and assists in maintaining Harbor’s website.
Megan joined Harbor in 2012. After graduating from the University of San Diego with a Bachelor degree in Finance, Megan worked as a stock broker at Charles Schwab for two years before joining Harbor.
Outside of work she enjoys traveling; her favorite trip so far was a photo safari in Tanzania. She also enjoys skiing, photography and scrapbooking as well as spending time with friends and family. A new found hobby she loves is to scour Pinterest for her next do-it-yourself project.