Megan Martin is a Financial Paraplanner focusing on all-inclusive financial plans, life insurance, estate and retirement planning, and developing comprehensive pieces for clients.
In her previous position, Megan was a Client Experience Consultant at one of MassMutual's largest agencies. During this time, she leveraged her strong communications background from her career in marketing to drive proactive outreach to both her clients and advisors. Megan worked to implement tailored client service plans utilizing wealth management tools, coordinate the client team at the firm level, and build strong relationships with her clients through excellent customer service.
Prior to working in the financial planning sector, Megan managed the communications efforts for various nonprofit organizations in the healthcare industry including Alex's Lemonade Stand Foundation and the National Comprehensive Cancer Network. Megan graduated from the University of New Hampshire with a Bachelor's Degree in Business Administration and a Concentration in Marketing. She currently lives in Broomall with her husband and two children.