Meagan Willett has been working with Olive Tree Wealth since 2019. She focuses on maintaining relationships and providing support to our clients. Helping the firm run as productively as possible, she arranges client review meetings, processes paperwork for new and existing client accounts, and handles day to day operations in our Southern Mass offices.
Meagan has been working in the financial services industry since graduating from the University of Massachusetts Dartmouth and looks forward to studying for future securities licenses. In her free time, she enjoys spending time with her family, friends, and boyfriend.