Meg Duffy

Retirement Sales Assistant @ Creative Planning

About Meg Duffy

Meg Duffy is a Retirement Sales Assistant at Creative Planning, where she has worked since 2023. She holds a Bachelor's degree in Mass Communication/Media Studies and possesses strong interpersonal skills, including empathy and listening abilities.

Work at Creative Planning

Meg Duffy has been employed at Creative Planning as a Retirement Sales Assistant since 2023. In this role, she utilizes her skills in communication and client relations to assist clients with retirement planning. Her position involves providing support and guidance to clients, helping them navigate their retirement options.

Education and Expertise

Meg Duffy studied at the University of Missouri-Columbia, where she earned a Bachelor's degree in Mass Communication/Media Studies with a minor in Human Development and Family Studies from 2017 to 2021. She also obtained a multicultural studies certificate during her studies. Additionally, she participated in a study abroad program in Spain, which enhanced her cultural awareness and interpersonal skills.

Previous Work Experience

Prior to her current role, Meg Duffy worked at Veterans United Home Loans as a Veterans United Assistant for five months in 2021. She also served as a Sales Agent at Spring Venture Group from 2022 to 2023. Earlier in her career, she gained experience in the hospitality industry, working as a Server at Shady Gators in 2019 and as a Hostess at Room 38 Restaurant & Lounge from 2020 to 2021.

Skills and Competencies

Meg Duffy possesses strong empathy and listening skills, which facilitate the establishment of trust and rapport with clients. These interpersonal skills are essential in her role as a Retirement Sales Assistant, where understanding client needs is crucial for effective communication and service.

Academic Background

Meg Duffy's academic journey includes a significant focus on communication and media studies. She studied at IES Abroad for 11 months, achieving a concentration in Mass Communication/Media Studies in 2020. Her foundational education at St. Teresa's Academy from 2013 to 2017 further prepared her for her higher education pursuits.

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