Meet Megan!

Megan Nelson joined Windsor as an Intern in January of 2023. Megan grew up in Woodbury, Minnesota and currently attends Boston College. She is entering her junior year as an economics major with a mathematics minor and plans to travel to Sweden in the spring of 2024 for study abroad. At Boston College, she volunteers in the office for the Student Admission Program, was a previous economics student mentor for Boston College's Economics Association, and is a member of cooking club. In her free time she loves to play tennis, ski, and skateboard. 

Megan's current project is to read, research, and summarize investment articles relating to all different types of wealth management topics and then create blog posts for the firm's website and social media pages. Some previous projects of hers entail investment account renaming and refining, client prospecting, client guide and resource assembly for our firm's wealth management sites, 529 plan informational webpage creation, tax document retention, client document retention, client meeting material prep, and a few other marketing projects.