Meg George

  Operations Manager and Chief Compliance Officer,
  Wealth Management

Meg is a Certified Financial Planner? and the firm's Chief Compliance Officer. As a Registered Client Associate, Meg works closely with the firm's senior wealth managers and tax advisors to implement our clients' financial strategies. She coordinates with clients and their advisors to gather data integral to the development of comprehensive financial plans. Meg has both Series 7 and Series 66 securities licenses.

Meg began her career with Merrill Lynch in 1998 and has also worked as a Registered Client Associate with UBS and D. A. Davidson. She received a Bachelor of Arts degree in Business Administration with a minor in Economics from Asbury College.

Email Meg at mgeorge@oldnorthstatewealth.com