William Megli
Financial Representative at Zions Direct Wealth Management | Sandy, Utah, United States
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Financial Representative at Zions Direct Wealth Management in September 2005 to Present
Financial Service Representative at E*TRADE Financial Corporation in November 2015 to Present
Financial Representative at Zions Direct / Wealth Management in September 2005 to September 2015
Financial Consultant at Principal Financial Group in February 2005 to September 2005
Annuity account manager at Fidelity Investments in November 1997 to July 2004
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Brigham Young University, Bachelor of Business Administration (BBA), January 1997 to January 2017
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Financial Services
Retirement
Retirement Planning
20 Years sales experience
Seven years managerial experience
IRA, annuity and retirement specialist
Excellent communication and people skills
Series 7, 63 and Insurance license
Top producer with lead generation and asset retention
Energetic and highly motivated
Team player, work well with all levels of management
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What is William Megli email address?
Email William Megli at [email protected]. This email is the most updated William Megli's email found in 2026.
What is William Megli phone number?
William Megli phone number is 8015761193.
How to contact William Megli?
To contact William Megli send an email to [email protected]. If you want to call William Megli try calling on 8015761193.
What company does William Megli work for?
William Megli works for Zions Direct Wealth Management
What is William Megli's role at Zions Direct Wealth Management?
William Megli is Financial Representative
What industry does William Megli work in?
William Megli works in the Financial Services industry.
William Megli Email Addresses
William Megli Phone Numbers
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