Client Relationship Manager, Supervisor

Meghan Tapia

“Fight for the things that you care about, but do it in a way that will lead others to join you.” – Ruth Bader Ginsburg
Meghan Tapia joined the PAX Financial Group team in July of 2023 as a Client Relationship Manager. With over twelve years of experience in the industry, she possesses a deep understanding of its complexities. Meghan quicky rose through the ranks due to her unparalleled industry experience, client-centric focus, and drive for professional development.
Now serving as the Client Relationship Manager Supervisor, Meghan strives to lead our Relationship Manager team with a commitment to trust, confidence, and competency, ensuring her team embodies PAX’s core values in every interaction. She is deeply committed to advocating for our clients and fostering enduring relationships with key stakeholders, including our clients, our custodian, and our industry partners. She is passionate about the integration of cutting-edge technology, aiming to help optimize our operational processes and elevate the client experience.
Meghan, alongside her husband Bobby, is proud to call San Antonio home. As native San Antonians, they could think of no better place to raise their young daughter, fostering a family foundation rooted in the small town, central Texas values they have always upheld. In her spare time, you can find Meghan at the park with her daughter, reading a good book, or walking her Schnauzer and Labradoodle.

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