Meghan Oldis
Client Advisor @Bragg Financial
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2023 — Present
Client Advisor @Bragg Financial
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Charlotte, NC, US
EDUCATION
1997 — 2001
William & Mary
BBA, Accounting
SKILLS
Wealth ManagementFinancial AnalysisFinancial PlanningStrategic Financial PlanningWealthAsset AllocationBankingRisk ManagementInvestmentsFinancial ServicesFinancial AdvisoryFinanceRetirement PlanningManagementSecuritiesEstate Planning
ABOUT MEGHAN OLDIS
Client Advisor
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