Megan Montes

Senior Wealth Strategy Associate at UBS

Megan Montes currently serves as a Senior Wealth Strategy Associate at UBS and has previously held the position of Associate Director in the Portfolio Advisory Group. Prior experience includes roles as a Financial Consultant and Business Development Specialist at TD Ameritrade, as well as internships with Fundación Carolina and EagleBank. Education is being pursued at George Mason University, where Megan Montes is working towards a Bachelor of Science in Economics, expected to be completed in 2017.

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