Meghan Cady
“Be yourself. Everyone else is taken.”
— Oscar Wilde
Check the background of this investment professional.
Financial Serivces Coordinator
Meghan joined the Maven team in July of 2018 and works alongside our independent advisors researching and recommending investment products that best meet the individual needs of each client. She brings with her, nearly two decades of experience in financial services, most recently with One America and TD Ameritrade.
Meghan holds FINRA Series 7, 63, and 66 securities registrations, Indiana Health, Life and Annuities license, as well as ALMI®, FSRI™, AIRC™, ACS®, and ARA™ professional designations through the Life Office Management Association (LOMA).
Her responsibilities include servicing and processing investment transactions, executing and monitoring trades, and assuring that documentation is carefully and accurately submitted to meet all compliance requirements.
Meghan has a critical eye for the small differences in investment products that can make a big difference in reaching your goals.
In Her Own Words
“I’ve always enjoyed teaching others, so one of my favorite parts of the job is helping clients learn different ways they can manage their money. I love seeing them get excited when they hit major milestones. I spend a lot of time up-front making sure that we’re recommending the best possible solution for each client.”
Fun Facts
If I weren’t working in financial services, I would be a …
Nurse
3 things on my bucket list
Build a pollinator garden with an apiary
Visit Ireland with my husband
Start a rescue for bully breed dogs
The nerdiest thing I do in my spare time is…
I read an average of 75 books a year