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Megan Neil

Megan Neil is an Administrative Assistant at Compliance Advisors Professionals. She is a graduate of North Shore Community College with an Associate's degree in Business Administration.

Megan joined CAP in 2019 and works closely with the entire CAP team. She assists Tiffany Larguinho on client checklist calls and prepares checklist call notes. She has an extensive knowledge of Microsoft Office and excels at document creation, formatting, and editing. She also manages and updates our CRM and Client Database and has become our resident Salesforce expert. She is a great asset to the team with her exceptional attention to detail and easygoing temperament.

Born and raised on the North Shore, Megan likes to spend her free time exploring her new stomping grounds south of Boston.

Testimonials

As a busy CPA/PFS and RIA the thought of trying to keep up with all the requirements of the SEC, etc., can be overwhelming. Ellen and her group have stepped in and guided me through each and every process and also helped me survive my first SEC revie…”
– Jeff Mueller, CPA/PFS, Mueller Financial Solutions Co.

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