Megan Berkowitz

Megan joined the team at EverRise in September 2017 as an administrative assistant and has since expanded her position to include all levels of client support and business management. Having worked in the financial industry since 2014, Megan brings with her an acute level of technical knowledge, as well as a strong work ethic fueled by the joy that helping others provides. She works directly with clients to manage their needs effectively and guide them through the wealth management process.

Designations and Registrations:

• Massachusetts notary public
• FINRA Series 7 and 66 securities registrations

When Megan isn’t at work, she enjoys spending time with her husband, Jimmy, and son, Henry. She also enjoys traveling, horseback riding, and hiking with their dogs.