Administrative Assistant
Universal Healthcare | Universal Wealth Management
Healthcare | Medicare | Social Security Specialist
An Administrative Assistant of Universal Health / Universal Wealth Management LLC, Meg has more than 35 years of experience working in the healthcare industry. Prior to joining Universal Health / Universal Wealth Management LLC, in 2021, Meg worked in a wide range of jobs for Blue Cross Blue Shield of Rhode Island. Her positions included broker operations, membership, quality assurance and customer service.
At UWM, Meg’s responsibilities include customer service, handling account openings, deposits, checks, wire transfers, IRA distributions, journal transfers, online web access, general account questions and correspondence, along with payment reconciliations and auditing.
Meg is a graduate of the Community College of Rhode Island where she received her Associate Degree in Accounting. She resides in Warwick RI with her husband, Glenn. Her hobbies include reading and spending time with her family, especially her granddaughters.
*Not registered with Osaic Wealth, Inc.