Knowledge Powered by experience

Meghan Rose Flynn

Client Service Associate
Financial Paraplanner Qualified Professional (FPQP™)
207-791-5574

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Meghan began her career in the financial industry in 2006 with Putnam Investments, while earning her BS in Accounting from Salem State University. She obtained her Series 7 and Series 63 licenses with Oppenheimer & Company Inc. in Boston, MA, and her Series 65 license with Merrill Lynch before moving to her current position with UBS.

Meghan strives to provide the highest level of client service, using her enthusiasm, honesty and professional experience as a guide. She is a very proud native of the greater Boston area and values time with her family, friends and pets. Meghan enjoys relaxing lakeside at her family's vacation home at Point Sebago Resort. Her talents and interests include singing, the culinary arts, hiking and bowling.


Registered States:
AZ, CA, CO, CT, FL, IL, MA, ME, NH, NJ, NV, NY, OH, SC, TX, UT