Klingman and Associates, LLC
Meghan Hisgen is an experienced professional in client relationship and financial services, currently serving as a Client Relationship Associate at Klingman and Associates, LLC since March 2024. Prior to this role, Meghan worked as a Senior Trading & Operations Associate at Webull Financial from March 2022 to March 2024 and as a Registered Client Service Associate at First Republic Private Wealth Management from April 2018 to March 2022. Meghan's career began at UBS, where the position of Registered Client Service Associate was held from June 2016 to April 2018, and included a role as Branch Service Associate, providing operational support and interfacing with clients. Earlier experience includes serving as a Teaching Assistant at the Center for Developmental Disabilities, Inc. from January 2014 to January 2016, focusing on motivating students and reinforcing essential skills. Meghan holds a Bachelor's degree in Psychology with a Business minor from Gettysburg College, attended IAU College in France in 2014, and is a recipient of the International Baccalaureate Diploma from Commack High School. Additionally, Meghan is registered with the FINRA Series 7 License.
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Klingman and Associates, LLC
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/