Client Services Specialist
Megan Benner is Client Services Specialist at Source Financial Advisors.
She is the main contact for all client needs including preparation of investment & account paperwork, completing cashiering requests, attending client meetings, and following up on any inquires or issues that may arise along the way. Megan also assists in new client on-boarding, data management, and performance reporting.
Prior to joining Source Financial Advisors, Megan was a Client Service Associate with TFC Financial Management in Boston, MA where she ran quarterly client reporting, prepared client meeting materials, performed account maintenance & monitored activity, and provided trading coverage & operational support.
Megan began her financial client service career at Cambridge Associates, working in both their Boston, MA and San Francisco, CA offices.
Megan holds a Bachelor of Arts degree from the University of Richmond, where she was also a Four-Year Division I Scholarship Athlete with the Swim & Dive Team as a distance swimmer.