APPLYING AN EXTRAORDINARY DEGREE OF SERVICE AND EXPERIENCE
Meagan has more than fifteen years of investment and wealth planning experience serving high net worth clients. Prior to starting Meridian Wealth Advisors with Josh Galatzan, she served with him at Raymond James & Associates as a Senior Investment Management Specialist and Operations Manager. Before her tenure with Raymond James, she served as a Client Manager for Tolleson Wealth Management in Dallas. As an Assistant Vice President in the Wealth Management division at Frost Bank in San Antonio, she worked with Private Client Services, the Trust department and the Executive Financial Counseling group focused on optimizing deferral plans and investments to aide top executives through the accumulation phase, the vesting of their deferral plans and into retirement.
Meagan attended Boston College and received a Bachelor of Science in Business Management focused in Finance and Human Resources. She is a member of the Investment Management Consultants Association. She is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management AnalystSM, and a Certified Private Wealth AdvisorSM professional.
Meagan was a founding board member of Girls Inc. of San Antonio. Meagan is also involved with Junior League of Austin and the Estate Planning Council of Central Texas. She loves exploring the city with her husband Chris, son Alex, daughter Evelyn and her dog Yuki.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.