Megan Howard

Client Relationship Associate

Torrance, California

Megan Howard is passionate about helping people with their financial goals while striving to ease the stress that often accompanies managing money. She finds great fulfillment in supporting clients as they work toward financial freedom, and she enjoys connecting her interest in markets and the broader economy to real-world outcomes for individuals and families.
In her role, Megan manages and supports all aspects of the client experience—from onboarding and account maintenance to cash management and investment reporting. She serves as a primary point of contact for client service needs, collaborating with advisors, internal teams, and custodians to facilitate a seamless and responsive service. Previously, she worked as a Client Service Associate supporting high-net-worth clients through day-to-day operations, account servicing, and money movements.
Megan holds a Bachelor of Business Administration with a double major in Finance and Real Estate from the University of San Diego’s Knauss School of Business. She also earned her Series 65 license.
Outside of work, Megan enjoys staying active through hot yoga, Pilates and playing golf. She also has a love for reading and a deep interest in history, especially exploring how different time periods have shaped the world we live in today.