Meghan joined Warrior Investment Group in 2022. With a background in teaching, editing, researching, and writing, Meghan approaches her work in the financial industry with the heart of a teacher. A natural planner, she is excellent at problem solving and following up to help goals stay on track. Meghan’s attention to detail and warm personality ensure every question is answered. She strives to communicate well and wants clients to have a strong knowledge base when it comes to planning their financial future.
Meghan is a Certified Financial Planner® practitioner. The CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. In 2025, she earned the Accredited Behavioral Finance Professional® designation. This additional training explores the field of behavioral finance and connects the role of psychological biases and emotions with financial behaviors. Meghan holds FINRA Series 7 and 66 licenses and a life and health insurance license. She is a graduate of Brigham Young University.
Originally from Laurel, Mississippi, Meghan and her husband, Andy, are the parents of four children. Away from the office, she loves spending time with her family, playing tennis, and exploring new places.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.