Meghann joined Parsons Broach Financial in the spring of 2024, bringing her dedication and warm approach to client services. As a Client Service Associate, Meghann is pivotal to our team, managing a wide array of tasks that ensure our operations run smoothly. From client onboarding to managing asset transfers, coordinating meetings, and addressing client inquiries, Meghann’s touch ensures every detail is handled with care and efficiency.
A Montgomery native, Meghann’s background is rooted in service, reflecting her passion for helping others. Her commitment to excellence and client satisfaction makes her an invaluable member of our team.