In this episode of the Simply Business podcast, we sit down with Megan Williams, the COO of Meritrust Wealth Management, who shares her inspiring journey through the ever-evolving landscape of financial services. From her unexpected start at Vanguard Group to spearheading innovative projects in financial technology, Megan discusses the pivotal moments that shaped her career and led her to her current role at a dynamic new firm.

Megan offers a rare glimpse into the challenges and triumphs of leaving a large, established CPA firm to uphold the integrity and independence of her current team at Meritrust. She delves into the motivations behind this bold move, emphasizing the importance of aligning with core values and the desire to maintain client-first service amidst the pressures of potential corporate mergers.

Throughout the interview, ...