Megan Fitzpatrick has joined Tidewater Wealth Management as a Client Relationship Manager. With more than 18 years of experience in banking and financial services, she works closely with clients and advisors to support account administration, meeting preparation, service requests, and ongoing follow-up — helping deliver a seamless, personalized wealth management experience. |
A Dedicated Point of Contact for Clients
In her role, Megan serves as a Client Relationship Manager at Tidewater Wealth Management, working closely with clients and advisors to help deliver a highly personalized and seamless wealth management experience. She supports clients throughout their relationship with the firm, assisting with account administration, meeting preparation, service requests, and ongoing follow-up.
Nearly Two Decades in Banking and Financial Services
Megan brings more than 18 years of experience in banking and financial services to Tidewater. Her career has been built around thoughtful service, attention to detail, and developing trusted client relationships. She joins Tidewater from Essex Financial, bringing with her a strong appreciation for the importance of responsiveness, communication, and personal attention when working with individuals and families.
A Foundation Built on Teamwork and Discipline
Megan is a graduate of Mitchell College, where she was a scholarship soccer player. Her experience as a collegiate athlete helped instill the teamwork, discipline, and perseverance that continue to shape her professional approach today.
Life Outside the Office
Outside of work, Megan enjoys writing, running 5Ks, and playing board games. She and her husband have two children and are proud to call the Connecticut shoreline home. As a family, they especially enjoy traveling to Wildwood, New Jersey, and spending time together.
Frequently Asked Questions
What does a Client Relationship Manager do at Tidewater Wealth Management?
A Client Relationship Manager works alongside clients and advisors to support the day-to-day experience of working with the firm — including account administration, meeting preparation, service requests, and follow-up — so clients receive consistent, personalized attention throughout their relationship with Tidewater.
What experience does Megan Fitzpatrick bring to the role?
Megan brings more than 18 years of experience in banking and financial services, most recently with Essex Financial, with a career focus on client service, attention to detail, and building trusted relationships.