Betsy received her BA in Economics from The University of Michigan, Ann Arbor in 1990 and her MBA from Northwood University in 2003. Before joining Raymond James, she spent 10 years as an Assistant Vice President and Senior Institutional Consultant with Wells Fargo Advisors. A member of the financial services community since 1992, Betsy Meagher began her career with American Express Financial Advisors as a financial advisor, and later became a District Manager, with her main focus providing clients with unbiased advice and guidance regarding institutional retirement plan solutions. Betsy serves as portfolio strategist, fiduciary review consultant, participant education specialist, and provider search consultant for Plan Sponsor clients. She provides compliance insights and training to our internal staff to ensure policies, procedures and protocol are implemented to facilitate achievement for our clients. Betsy holds FINRA Series 7, 24, 63 and 65 Securities Licenses.