Client Service Associate, RJFS
How do you empower your clients to live their Signature Life?
I have worked with Richard “Dick” Megorden (now Signature Wealth Strategies) since May 2007. Initially working part time, it was made clear to me that my experience and work ethic proved to be immensely valuable to the company and I was offered a full-time position. In that capacity I helped to facilitate the partnership with StoneStreet Wealth Management, as well as the transition to Raymond James Financial Services.
What does your life look like outside of the office?
I enjoy traveling and have been to Israel and Italy twice, a wonderful experience. I am active in my church and chair of Community Ministries. I also belong to a Book Club and love cooking, always trying something new on my friends. Best ever is being at the beach with a good Summer read and spending time with my 11 grandchildren and 4 great-children!
What can you tell us about your professional journey?
While raising 4 wonderful children, I worked in the medical field in office administration and organization. I enjoyed working with several wonderful dentists and doctors throughout my career.
Once a year, Tricia gets together with a few friends in Raleigh and they make at least 150 jars of strawberry jam which they share with friends and family.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.