Megan Horton’s journey into financial advising was inspired by her mother, whose work in the field sparked Megan’s passion for helping others achieve financial success. This deep-rooted connection to the profession drives Megan’s commitment to building meaningful relationships with her clients. She believes that understanding what matters most to each individual is the foundation for creating effective financial plans.
Megan takes the time to understand the level of risk her clients are comfortable accepting. In doing so, she can balance that risk level with the steps necessary to help her clients achieve their long-term goals. Megan is dedicated to providing exceptional service that includes thoroughly reviewing progress to help her clients stay on track and feel confident in their financial journey.
Education and Certifications
- University of Houston
- Series 7 and 66 Securities Licenses
- Texas Life and Health Insurances Licenses
Professional Experience and Recognition
- Edward Jones
Raymond James is not affiliated with the above organizations and/or charitable causes.