Meghann Coyle
Vice President, Wealth Planner @Fidelity Investments
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WORK HISTORY
Vice President, Wealth Planner @Fidelity Investments
Charlotte, NC, US
EDUCATION
University of Minnesota
Master of Architecture (MArch), ARCHITECTURE
Yale School of Management
Certificate in Financial Planning
University of Minnesota
BDA, Architecture
ABOUT MEGHANN COYLE
I am passionate about tailoring financial plans that help clients build lasting stability. With a deep commitment to understanding each client\'s unique needs and goals, we collaborate to implement strategies that align with their priorities. I am dedicated to educating and guiding my clients towards smart financial decisions that empower them to focus on what truly matters. Ultimately, as a dual professional, I\'ve integrated my Architectural expertise to enhance how each element in the plan, works together to support the client\'s vision.I hold General Securities Representative, Series 7, an Investment Advisor, Series 66 and NC/MN Life & Health Insurance and Long Term Care license. I am also a trained and licensed architect with a background in multifamily development and healthcare, industrial and mixed-use design. SKILLS: Project Management, Budget Analysis, Budget Management, Strategic Planning, Business Development, Team Leadership, Problem Solving, Code Compliance, Customer Service, Influential Sales, Adaptability, Nimble in Ambiguity.
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