Client Service Specialist
Meagan Hernandez has been a part of the Naples team at Summit Wealth Partners, LLC since mid-2019. While attending Miami-Dade College for Business Administration, Meagan found her way into the financial field in 2011. For the past decade, she has performed numerous roles in a consumer bank setting for several large corporate banks giving her a solid understanding of industry standards, practices and procedures.
At Summit, Meagan’s role is to strengthen advisor-client relationships, anticipate client needs, resolve issues, and follow through to provide exceptional service. A significant point of contact for all account related requests and client onboarding. She has cultivated the importance of confidence and peace of mind; Facilitating constant and regular account supervision. Meagan is responsible for service support for our firm across multiple custodial platforms. She enjoys working alongside a team with diverse viewpoints to better serve and connect with our clients.
Meagan is currently in the process of acquiring the Series 65, an industry license that will provide her with the groundwork for professional development and growth within our firm. She values the opportunity to apply her ambition for learning and attention to detail to help clients navigate the path to a better, more secure future while maximizing our customer service experience.
Since 2013, Meagan is an annual volunteer at the Naples Winter Wine Festival. The Festival benefits the Naples Children & Education Foundation.
Meagan is a longtime resident of Naples, FL having moved from the East Coast of Florida in 2000. Outside of work, she has found a hobby in indoor cycling and is an avid viewer of HGTV. Meagan loves to enjoy the Florida sun on a boat, frequently traveling to the Bahamas with her family and visiting Walt Disney World. She and her fiancé, Craig, have a son, Gavin (1) and a stepson, Connor (5).