Meghan Boles is a dedicated and experienced Client Experience Manager with over 7 years of experience in the financial services industry. She is passionate about providing exceptional customer service and ensuring that clients have a positive experience every time they interact with her.
Meghan's previous role as Director of Client Services at a private financial advising firm gave her the opportunity to work with a wide range of clients, from high-net-worth individuals to small businesses. She has a proven track record of building relationships with clients, understanding their needs, and providing solutions that meet their individual goals.
Meghan is a native of Florida and currently lives in Palm Harbor with her husband, Forrest, who is in the Army, and their two children, Mackenzie and Cale.
In her spare time, Meghan enjoys spending time with her family, boating in Crystal River, and going to the dog park with her Dalmatian, Blue.
Meghan is excited to join the team at Flaharty Asset Management and looks forward to helping clients pursue their financial goals. She is confident that her dedication to exceptional customer service will have a positive impact on the company.