Meghan Holmes | Source | COO at Advyzon Investment Management

Meghan has spent the last 15 years in the financial services industry focused on the registered independent advisor space. She started her career as an advisor in training with Minneapolis based, independent financial services firm, North Star Resource Group.

In 2008, Meghan joined Charles Schwab & Co., devoting the next 14 years to the RIA custody space working in service, transition, sales, and relationship management capacities. Most recently Meghan supported advisors affiliated with Schwab Advisor Services' largest enterprise clients and specialized in working with multi-family offices and advisors dedicated to the UHNW space. Meghan brings great insight to AIM having worked with RIAs in sales and operational roles across all segments of advisor businesses, from newly emerging firms to the largest national and strategic acquirers in the industry.

Bachelor’s in Retailing and Consumer Science from The University of Arizona.

Master’s in Business Administration (MBA) with a concentration in Entrepreneurship and Family Enterprise from Louisiana State University Shreveport

Series 7, 66, 9, and 10 securities designation.