Megan W. Berning

Senior Registered Client Service Associate

Megan Berning, a seasoned professional in the financial services industry, is the cornerstone of our client-focused approach. With her extensive experience and unwavering dedication, Megan has earned a reputation for delivering exceptional administrative and operational services to our valued clients. In her role, Megan takes pride in building strong and trusting relationships with our clients, ensuring that they not only receive top-notch service but also enjoy an extraordinary client experience. Her commitment to maintaining the highest standards of service is evident in every aspect of her work.

Megan's career in the financial services industry began in 2002, and she has been an invaluable part of our team since 2012. Her hands-on experience is complemented by her academic background, as she holds a bachelor's degree in political science from Miami University. Megan is also a licensed professional, holding the Series 7 and Series 66 licenses, as well as insurance licenses.

Her dedication to excellence has not gone unnoticed, as Megan has been recognized for her outstanding contributions at Raymond James. Currently serving on the prestigious Branch Associate Advisory Board (BAAB), Megan is among a select group of experienced branch associates dedicated to sharing ideas, best practices, and concerns. This group serves as a vital liaison between the field and the home office, ensuring that the voice of branch associates across the firm is heard and supported.

Megan and her family call Naperville, IL, home, where they enjoy a variety of activities together, from watching sports and cooking to holiday decorating and attending rock concerts. Her passion for service, combined with her expertise, makes Megan Berning an indispensable asset to our team and a trusted partner for our clients.