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Strategic Accounts

Megan Jessee

Executive Director
Senior Intermediary Strategist

704.927.4117

Background

Megan Jessee, Executive Director, joined SCM in 2019 and has industry experience since 2006. Megan is a Senior Intermediary Strategist for the Client Strategy & Service - Strategic Accounts team. Prior to joining SCM, she worked as a market administrator for Wells Fargo Advisors – Private Client Group. Megan received her B.A. from Rhodes College.

Area of Focus

  • Strategic Accounts

Previous Experience

  • Wells Fargo Advisors

Education

  • BA - Rhodes College

Affiliations & Professional Licenses

  • CFA Investment Foundations® Program
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