Megan Williams

Client Services Administrator
Email Address: 
Office Phone: 
(704) 319-4075


In her role as Client Relations Administrator, Megan supports the company’s wealth management business through client account service and relationship management. She assists both Josh and Silas to ensure our clients receive superior account service and works with our strategic alliances, such as Schwab, to achieve a seamless, exceptional client experience.

Before joining our firm, Megan worked for five years in providing high level administrative support in the financial services sector. At LPL Financial she assisted several executive leaders in the company’s institutional services division. Prior to this, she was a program administrator at the global investments company BNY Mellon.

Megan is a native Charlottean and received her Bachelor’s Degree in Communication from UNC Chapel Hill. Away from the office, Megan enjoys spending time with her daughter and volunteering as a pro bono fundraising consultant for local charities.