Meagan Mcshane

Client Services at BuckinghamAdvisor - Clayton, MO, US

Meagan Mcshane's Colleagues at BuckinghamAdvisor
Vincent Crivello

client experience design and practice management

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Ryan Lewis

Client Relationship Specialist

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Karina Kingman

Client Relationship Specialist - Wealth Advisory

Contact Karina Kingman

Linda Marrone

Fort Worth Metroplex - Client Relationship Specialist

Contact Linda Marrone

Michael Indart

Associate Wealth Advisor

Contact Michael Indart

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Meagan Mcshane's Contact Details
HQ
314-725-0455
Location
Company
BuckinghamAdvisor
Meagan Mcshane's Company Details
BuckinghamAdvisor logo, BuckinghamAdvisor contact details

BuckinghamAdvisor

Clayton, MO, US • 250 - 499 Employees
Financial Services

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

investment management wealth management fixed income risk management advanced planning investor education institutional investing retirement plan management Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
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Frequently Asked Questions about Meagan Mcshane
Meagan Mcshane currently works for Confluence Wealth Management.
Meagan Mcshane's role at Confluence Wealth Management is Client Services.
Meagan Mcshane's email address is ***@confluencewealth.com. To view Meagan Mcshane's full email address, please signup to ConnectPlex.
Meagan Mcshane works in the Financial Services industry.
Meagan Mcshane's colleagues at BuckinghamAdvisor are Vincent Crivello, Ryan Lewis, Karina Kingman, David Warshaw, Linda Marrone, JP Wirig, Michael Indart and others.
Meagan Mcshane's phone number is 314-725-0455
See more information about Meagan Mcshane