Broker Check
Megan Smith

Megan Smith

Registered Representative

Megan Smith joined the staff in 2013.  She performs all aspects of client servicing including fielding client questions and concerns, processing investment related paperwork, and making client trades.  Megan is also trained in preparing client income tax returns and in developing client's financial plans.  She is currently working personally with financial clients to address their financial planning needs. 

Megan Smith is a 2013 graduate from McCann School of Business and Technology with an associate degree in Specialized Business Accounting, and a certification for Intuit QuickBooks.  Megan earned a Bachelor of Science degree in Accounting in 2017 from Alvernia University. She became a registered representative with H.D. Vest Investment Servicessm by earning her Series 6 (Investment Company Products/Variable Contracts Representative) and 63 (Uniform Securities Agent State Law Exam) licenses.

Megan resides in Orwigsburg with her husband Corey, their son Garrett, and their 2 dogs Rocky & Stella.  Her outside interests include traveling, running and hiking.