Meghan Cady
“An investment in knowledge pays the best interest.”
— Benjamin Franklin
Check the background of this investment professional.
Director of Client Success And Business Operations
AIF®, CRPC™, CLTC
Meghan joined Maven in July of 2018 and works directly alongside Warren Steinborn, supporting every aspect of the practice, from researching and recommending investment solutions that fit each client's individual needs to keeping the business running day to day. She brings more than 25 years of experience in financial services.
Meghan holds FINRA Series 7, 63, and 66 securities registrations; the AIF®, CRPC™, and CLTC designations; and an Indiana Health, Life, and Annuities license. She also holds five professional designations: ALMI®, FSRI™, AIRC™, ACS®, and ARA™ through the Life Office Management Association (LOMA).
As Director of Client Success and Business Operations, Meghan is the operational backbone of the practice. She manages the firm's day-to-day business operations and financial administration while servicing client accounts, processing and monitoring investment transactions, and ensuring that every document meets compliance requirements. Clients and advisors alike count on her as the person who makes sure nothing falls through the cracks.
Meghan has a critical eye for the small differences in investment products that can make a big difference in reaching your goals.
In Her Own Words
“I’ve always enjoyed teaching others, so one of my favorite parts of the job is helping clients learn different ways they can manage their money. I love seeing them get excited when they hit major milestones. I spend a lot of time up-front making sure that we’re recommending the best possible solution for each client.”
Fun Facts
If I weren’t working in financial services, I would be a …
Nurse
3 things on my bucket list
Build a pollinator garden with an apiary
Visit Ireland with my husband
Start a rescue for bully breed dogs
The nerdiest thing I do in my spare time is…
I read an average of 75 books a year