Meredith Waters, Office Manager

Background:

  • Worked at PPA part-time through high school and college as an administrative assistant doing clerical work, ie filing, dictation, etc.
  • After college, returned to PPA and worked full-time as an Insurance administrator, handling insurance underwriting and customer service.
  • In 2010 (after first child was born) returned to PPA as a Paraplanner, assisting the Financial Advisors in gathering, reviewing and analyzing data and preparing financial plans for client meetings.​  Secondary duties included client service and problem resolution.​
  • In 2012, became the Office Manager.  Responsibilities include accounting, HR, customer service, and in-house IT support.

Education:

BS, Psychology, Boston University 2003

Licensed in Life and Health Insurance.