Meet Your Team

Behind every great firm is outstanding individuals.  The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.

Meet the professionals of Atlas Private Wealth Management.

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Megan Ray, FPQP®

Client Onboarding Specialist

mray@atlaspwm.com

800-432-7447 ext. 114

 

Megan is a Client Onboarding Specialist with Atlas Private Wealth Management. Her primary responsibility is to support the Wealth Management Advisors in welcoming new clients to the firm.  In her role, Megan validates that required client data is on file and then prepares and processes necessary paperwork to get clients and their accounts fully set up and onboarded with Atlas.

Before joining Atlas, Megan was a member specialist at SEFCU, State Employee Federal Credit Union, where she formed personal one on one relationships with members as well as helped them with their personal financial needs. In addition, Megan assisted with training employees, supporting members against fraud attempts, money management, and opening accounts.

Her experience and love of the financial services industry led her to Atlas where she is excited to advance in her career. She is currently continuing her education to obtain an associate’s degree in Business Administration and bachelor’s degree in Finance. She hopes to become an advisor at the end of her academic career.

From 2015-2016, Megan sailed around the world on a tall ship where she visited 18 different countries. During that experience she volunteered on many different service projects which included: painting houses, planting trees, and visiting local orphanages. In her free time, she enjoys traveling and spending time with her dog, Mochi, when she is not working.

 

The College for Financial Planning owns the certification marks FPQP® and Financial Paraplanner Qualified ProfessionalSM in the U.S., which it authorizes use of by individuals who successfully complete the College for Financial Planning’s initial and ongoing certification requirements.