Megan Robinson is the investment coordinator at SDT. She's a specialist when it comes to nitty-gritty details and has a reputation for being a team player who goes the extra mile for exceptional customer service. In her role, she implements investment recommendations, oversees account transfers and contributions, and diligently monitors our client's financial well-being. Megan says, "I enjoy ensuring that whatever happens, our clients know we have our eyes on all the moving parts of their financial lives."
Driven by her deep interest in financial planning and investment management, Megan thrives in the ever-changing world of finance. With specialized training and her Financial Paraplanner Qualified Professional™ (FPQP™) certification, she has the expertise in cash management, investment strategies, and retirement planning to make a difference.
Beyond the professional realm, Megan embraces life outside of work. She loves exploring Charlotte's culinary scene, indulging her passion for reading at the local library, and traveling abroad when she can.