Meet Meghan
Meghan is a Wealth Advisor based in Tampa, Florida. She joined Mercer Advisors in 2026, bringing more than 25 years of experience in financial services. Before joining Mercer Advisors, she served as Director, Wealth Advisor at MAI Capital Management and as a Financial Planning Director at Nationwide Financial Services. Meghan earned a B.S. in psychology from the University of Florida and completed the Financial Planning Program at the University of California, Berkeley. She is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant®, and Wealth Management Certified Professional®.
Meghan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Meghan has focused experience in these areas:
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Concentrated stock positions that require strategic diversification and tax efficiency
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
Her working style
Meghan aims to build trusted relationships and guide clients through key financial decisions with empathy, clarity, and purpose. She meets clients where they are, offering practical solutions to help them move from uncertainty to a clear path forward.
Meghan in real life
What keeps you busy outside of work?
Outside of work, I enjoy spending time with my family and friends. As a Florida native, I appreciate everything the Tampa Bay area has to offer, from its beautiful beaches to its vibrant local communities. I also enjoy traveling, Broadway shows, and stand-up comedy.
What makes you tick?
I enjoy staying active, whether it’s biking on the Pinellas Trail, Pilates or trying something new.
Any words you try to live by?
Make a difference, not just a living.
Ready to learn more?
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