Megan is the Client Service Associate for Will Palmer, in our Fort Myers Office. Working at Coyle Financial allows Megan to pursue her passion for helping and caring for clients, which she finds exciting and fulfilling. Megan graduated from the University of South Florida with a Sociology degree, following almost a decade of experience in the service industry. She excelled in creating sales goals and delivering exceptional guest experiences. Megan's true passion lies in connecting with people and making them feel comfortable and cared for.
Outside of work, she enjoys spending time with her dog at the park, brunching with friends, and exploring local farmers markets.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.