MEG OGILVIE JOINS OUR TEAM
We welcome Meg Ogilvie as our Trust & Estate Specialist. Within our Wealth Management Department, Meg oversees the maintenance of trust databases and record keeping systems. She prepares Trust Summaries and administers required trust accountings, fiduciary tax returns, and tax payments. Meg’s Estate Administration work includes reviewing wills, trust documents, and/or beneficiary designations of deceased clients to determine estate structure and plan for asset distribution to beneficiaries.
Meg is a graduate of Bates College. She is originally from Hopedale, Massachusetts. Outside of the office, Meg can be found running the streets and trails of South Portland or chasing her wild pup, Pippa. She’s a lover of travel and never leaves home without a book and a plan to visit a museum.