Megan Price Email and Phone Number
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Our wealth management philosophy is grounded in the belief that all aspects of one’s financial life are interrelated. We strongly believe that your total wealth extends far beyond financial issues, and is driven by unique life experiences, intellect, values, and interpersonal relationships. At the Dix Fisher Price Financial Consulting Group, we are proud to provide our clients with customized solutions and access to the expertise of a highly experienced and successful team of professionals.We dedicate our practice to helping individuals and businesses organize, prioritize, and simplify their financial lives. Each step we take with our clients is designed to ensure that their financial well-being is our primary objective. Our goal is to craft these relationships through earned trust, world class service, and a disciplined quarterly review process. Today's investment climate offers unprecedented opportunities. At Dix Fisher Price Financial Consulting Group of U.S. Capital Advisors, our mission is to help clients take advantage of those opportunities by providing them with three key tools:1.) A clear understanding of their financial goals2.) A well defined roadmap for achieving those goals3.) Ongoing advice to help adjust their roadmap when their needs changeOur services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs to help enable them to meet both short- and long-term objectives.I currently hold my Series 7, Series 66 and Life & Health Insurance Licenses.I was born and raised in Waco, Texas. I currently reside in Richardson, Texas with my husband, Mark, who works as a Software Architect for IBM in Dallas. We also have two children, Wyatt (age 6) and Abbott (age 3). Mark and I are college sweethearts and were married in 2009. We enjoy traveling with our children, playing tennis, spending time with friends and family, and cheering for our beloved Red Raiders! If you ever doubt our dedication to our alma mater, did you notice that both of our children's names each end in a Double T?Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
U.S. Capital Advisors Llc
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Partner, Financial Advisor | Dix Fisher Price Financial Consulting GroupU.S. Capital Advisors LlcDallas, Tx, Us -
Partner, Financial Advisor | Dix Fisher Price Financial Consulting GroupU.S. Capital Advisors Llc Jan 2022 - Present300 Crescent Court, Suite 1150 Dallas, Tx 75201Megan’s primary role on the Team is business and client management. Our team conducts quarterly reviews with each client where every aspect of our client’s financial strategy is discussed. She ensures that each client receives accurate quarterly review materials including an updated financial plan. While we maintain a strong conviction behind our mutual fund portfolio, we also have access to some select alternative investments. Megan is the point person for all alternative investments including research, operational maintenance, and information disbursement. Megan is also the head of our marketing and business development. She enjoys keeping the Team as efficient as possible while maximizing our time with our clients. She is most excited to celebrate the special life events our clients’ experience! -
Associate Director, Financial Advisor | Dix Fisher Price Financial Consulting GroupUs Capital Advisors Llc Mar 2016 - Jan 2022300 Crescent Court, Suite 1150 Dallas, Tx 75201 -
Financial AdvisorWells Fargo Advisors Mar 2014 - Mar 2016 -
Registered Client Associate - OfficerWells Fargo Advisors Jul 2010 - Mar 2014
Megan Price Education Details
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Personal Financial Planning
Frequently Asked Questions about Megan Price
What company does Megan Price work for?
Megan Price works for U.s. Capital Advisors Llc
What is Megan Price's role at the current company?
Megan Price's current role is Partner, Financial Advisor | Dix Fisher Price Financial Consulting Group.
What is Megan Price's email address?
Megan Price's email address is me****@****ors.com
What is Megan Price's direct phone number?
Megan Price's direct phone number is +171336*****
What schools did Megan Price attend?
Megan Price attended Texas Tech University.
What are some of Megan Price's interests?
Megan Price has interest in Social Services.
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