About
Megan Patch serves as a Relationship Manager for Highland Capital Brokerage, where she specializes in building and maintaining relationships in the independent broker dealer and RIA spaces. Megan is passionate about creating the ideal customer experience for her clients and working hand-in-hand with them to achieve their goals.
Prior to joining Highland, Megan worked for a field marketing organization, taking on sales, key accounts, and sales operations roles. Megan began her industry experience with a regional broker dealer where she enjoyed working one-on-one with an established team of advisors and their clients daily.
Megan holds her Series 7, Series 63, and Life & Health licenses.
Megan is based in beautiful Bozeman, Mont. In her spare time, you can find her and her husband, RJ, and their baby boy, Cooper, hiking with their dog, riding horses in the mountains, or out skiing! Growing up in the Bluegress state and attending the University of Kentucky, Megan is an avid college basketball fan and proud to bleed blue.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.