Megan Childress is a Premier Banker with nine years of financial services experience and a simple, ultimate goal: to truly be her clients’ trusted advisor. She helps them take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Megan’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She seeks to guide clients through their financial journeys by addressing their short- and long-term goals.
Megan holds her Series 6, 7, 63, and 65 securities registrations and life, health, and annuity insurance licenses.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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