Meghan joined Clearview Advisory in 2019 as an account manager, with additional responsibilities in marketing. She builds strong relationships with clients and coordinates with vendors to support all aspects of retirement plan operations.
Before joining Clearview, Meghan was an institutional trust relationship manager with Regions Bank, where she worked on administration and investment management with clients varying from retirement plans to endowments and foundations. She interned as a business analyst with Sperry Federal Credit Union during her college years.
She graduated from the University of Alabama with a Bachelor of Science degree in Finance and Investment Management.