Nothing is more evident in Meaghan’s work than her passion and focus for ensuring that Alpine’s clients are worry-free when it comes to the administration of their wealth. As an Alpine veteran, having joined the firm in 2010, Meaghan has been a critical part of Alpine’s growth, including the substantial enhancement of client services in that time.
With a strong background in finance and wealth management from a career that began in 2001 working with clients at banks and wealth management departments, Meaghan has deep knowledge of financial services. This knowledge has been invaluable as the primary liaison with Charles Schwab and Company, the principal custodian of Alpine clients’ assets – Meaghan is truly a Schwab expert always advocating for our clients.
As a Senior Private Client Associate, Meaghan coordinates services to ensure that all clients’ financial needs are met efficiently and effectively with minimal effort on their part. Her responsibilities include client reporting, opening accounts, facilitating asset transfers, performing money movements, and anticipating any other client needs.
A graduate of Southern Illinois University with a BS in Business Administration, Meaghan continues to call Illinois home. She and her husband have two wonderful children and while not chasing them around, Meaghan is active in their school and related activities.