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Meggie Tapp

Vice President of Client Experience, Raymond James Private Client Group

Mentors, Tampa Bay

College: Columbia University

Meggie Tapp is Senior Vice President and Head of Enterprise Strategy at Raymond James Investment Management, where she leads long-term growth initiatives across the firm. With over 13 years of experience in financial services, she has held key roles in client experience, corporate development, and strategic planning. Her work has included leading major acquisitions and driving operational efficiency to support advisors and clients. Tapp holds a BA from Columbia University and an MBA from the University of Chicago Booth School of Business.