Meghan Brown
Client Operations Team Lead
As Client Operations Team Lead, she leads a team responsible for delivering operational excellence across the firm's investment, annuity, and insurance business lines. Through strategic process improvements, team development, and a strong commitment to accountability, Meghan helps ensure clients receive consistent, personable, and high-quality service.
Meghan earned her degree from Warner University and holds a Florida 2-15 Life, Health, and Variable Annuities License, as well as a Series 65 license.
Outside of work, Meghan enjoys reading, baking, traveling, and creating lasting memories with her family.
