Meg Wells-Putz is a member of our Virtual Admin team. Prior to joining the CFG team, she spent 4 years in the financial sector working with Securities Service Network-Ladenburg Thalman and Advisor Group broker dealers. Prior to this, she worked in the insurance and accounting industry. Meg has her Securities Industry Essential certification. She attended The University of Virginia’s College at Wise earning her Bachelor’s degree in Business Administration.
Meg grew up on the Virginia Tennessee border. After graduating college, she moved to the Northern Virginia/DC area with her husband. They now reside in Knoxville TN with their dog and son. Her family enjoys traveling, tennis, and exploring new places.