Meghan Oldis
Client Advisor
- Role
- Client Advisor at Bragg Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Client Advisor
Jul 2023 — Present · Charlotte, NC, US
Education
William & Mary
BBA, Accounting
1997 — 2001
Skills
- Wealth Management
- Financial Analysis
- Financial Planning
- Strategic Financial Planning
- Wealth
- Asset Allocation
- Banking
- Risk Management
- Investments
- Financial Services
- Financial Advisory
- Finance
- Retirement Planning
- Management
- Securities
- Estate Planning
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