Megan Garrison is a Client Assistant in the Shiloh branch, where she is dedicated to delivering an elevated level of service, accuracy, and care to clients and her team. She supports Patrick Feeney and assists with a wide range of client needs, including account administration, retirement accounts, and trust and estate matters, helping ensure a smooth and efficient wealth management experience. With 10 years of experience in the financial services industry, including four years with Baird, Megan has developed strong expertise in financial operations and collaborates closely with advisors, clients, and internal teams to support the timely execution of requests while maintaining a high standard of professionalism and attention to detail.
Prior to joining Baird, Megan worked as a licensed Customer Service Representative with State Farm, where she developed a solid foundation in client service, communication, and problem-solving. This experience continues to support her ability to assist clients with care and responsiveness.
Megan is insurance licensed, a notary public, has passed the Securities Industry Essentials (SIE) exam, and is currently pursuing her Series 7 license.
Originally from Belleville, Illinois, Megan enjoys spending time with her husband, Rob, and their black lab, Payton, as well as hiking, traveling, and staying active in their community.