portrait of Megan Tate

About Megan

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I attended Western Carolina University and graduated with a bachelor’s degree in emergency medical care. I spent the next 13 years working as a paramedic alongside some incredible first responders. I then transitioned into an insurance role for several years until I found my home at Edward Jones.

My husband, Ron, and I have two...

Focus Areas

  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJanuary 2020 to Current

Education

  • Western Carolina UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Camping
  • Pets
  • Traveling

Team Members

  • Brandy Simon
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:30PM
Wed Closed for Inclement Weather
Thu Closed for Inclement Weather
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

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