Megan Beach

Private Wealth Relationship Manager

Megan is a true team player. Since she was seven years old, Megan played lacrosse and continued to play all the way through college at Fairfield University where she was captain of the team. A member of the MAAC Woman’s Lacrosse All-Academic team, it was through playing sports that Megan was able to realize her true leadership skills. 

This serves Megan well at the firm where she is a Private Wealth Relationship Manger and part of our onboarding team. She gets great satisfaction in providing support to all parts the firm and our clients. In short, she likes being able to help whenever and wherever possible to make everyone’s job easier and more efficient. So, whether its client account onboarding, cash movement or overall account maintenance, Megan is there to help.


Discover how we can help you create true wealth.