Meghan Oldis's Location
Charlotte, NC, US
Meghan Oldis's Work
- Client Advisor @ Bragg Financial
- SVP - Wealth Strategies Advisor, Executive Coverage @ Bank of America
- Senior Wealth Planner @ Wells Fargo Private Bank
- Wealth Planner @ Wells Fargo Private Bank
- Senior Associate - Personal Financial Services @ PwC
Meghan Oldis's Education
- William & Mary
BBA (Accounting)
1997 - 2001
Meghan Oldis's Skills
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Retirement Planning
- Asset Allocation
- Finance
- Investments
- Financial Planning
- Wealth
- Financial Analysis
Meghan Oldis's Summary
Meghan Oldis, based in Charlotte, NC, US, is currently a Client Advisor at Bragg Financial, bringing experience from previous roles at Bank of America Private Bank, Wells Fargo Private Bank and PricewaterhouseCoopers. Meghan Oldis holds a 1997 - 2001 BBA in Accounting @ William & Mary. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation and more, Meghan Oldis contributes valuable insights to the industry. Meghan Oldis has 3 emails and 1 mobile phone number on RocketReach.
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