APPLYING AN EXTRAORDINARY DEGREE OF SERVICE AND EXPERIENCE

Meagan Moll,
CFP®, CIMA®, CPWA® MANAGING PARTNERMeagan has more than twenty 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 and is also involved with Junior League of Austin and the Women’s Symphony League of Austin. She loves exploring the city with her husband Chris, son Alex, daughter Evelyn and her dog Cashew.