Client Service Manager
“Every time I can help solve a client’s financial problem or ease their worries reminds me of how rewarding this job can be.”
Meghan joined Canby Financial Advisors as a client service manager in May 2021. She serves as the everyday contact for clients while also working closely with advisors on developing solutions and strategies to help clients address a wide range of complex financial challenges.
To this role she brings more than 13 years of fiduciary administration and wealth management experience serving as Client Service Officer and Client Manager in the Wealth Advisory Services division of Wilmington Trust. She has a bachelor’s degree in criminal justice from Curry College.
Meghan lives in Millis with her husband, Brian, and their son, Conrad. When she’s not in the office she enjoys reading, hiking, swimming, spending time with her family. She also volunteers as a Friend of the Millis Public Library.