Megan Tate

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 children, Olivia and Hayden. We were recently relocated to the area and fell in love immediately. We love going to all the local street festivals or a quiet weekend away camping. This community has welcomed us with open arms, and we are always looking for new ways to give back to it.

I use an established process of getting to know you and your unique needs, goals and dreams. I then use that information to make a tailored strategy and partner with you for a lifetime and assist you in reaching those financial goals and lifelong dreams. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.