A Client’s Painful Phishing Trip Recently, I spoke with a retired client who had just gone through one of the most stressful experiences of their life. Despite being a careful,
Associate Financial Planner
As Associate Financial Planner, Megan supports clients in many aspects of the financial planning process at DeepRiver Wealth. She conducts data gathering activities, performs detailed analyses, proposes recommendations, and identifies potential planning opportunities, all under the supervision and support of senior advisors.
Megan developed an early interest in finance and has built her career around helping others make informed financial decisions. Prior to joining DeepRiver Wealth, she worked as a financial content writer, where she honed her ability to communicate complex financial topics in a clear and effective way. She loves helping clients understand the rationale behind their financial plan, so they feel confident and empowered.
Committed to continuous learning, Megan has received her CERTIFIED FINANCIAL PLANNER® and IRS Enrolled Agent (EA) designations, strengthening her comprehensive and tax-centric planning expertise.
As a Client Service Manager, Gabby focuses primarily on providing a “white glove” client experience as she acts as a liaison between the financial institutions and our clients. In this vital role, Gabby facilitates a wide range of client needs, including onboarding, account maintenance, client scheduling, money movements, and more.
Gabby’s commitment to excellence, proficiency in technology tools, and dedication to serving her clients makes her a valuable asset to DeepRiver Wealth. “Each client that I work with can expect to be treated with respect and know that I will perform to the best of my ability each day throughout the entirety of our relationship.”
Gabby attended Georgia State University and is a big supporter of the Braves baseball team. For the past three years, she has volunteered at the Shepherd Center Derby Day which is a fundraising event for their Recreation Therapy Program. When she’s not working, Gabby enjoys traveling and working on home improvement projects.
DeepRiver Wealth (formerly Symphony Wealth) represents our belief in deep planning expertise, a long-term perspective, and steady partnership. Our ownership, team, and dedication to exceptional client service remain unchanged.