Meagan Nelson

Meagan Nelson

Financial Associate II - Defined Benefits @ Fidelity Investments

About

Storytelling has always been at the heart of my work—whether I’m behind the camera, crafting brand messaging, or managing communications strategies in fast-paced corporate environments. With over ten years of experience spanning corporate communications, branding, internal engagement, and financial services, I’ve helped businesses and organizations connect with their audiences in meaningful (and measurable) ways. As the founder of Meagan Nelson Photography, I’ve built a personality-driven brand that thrives on authentic connection—developing content strategies, social media campaigns, and SEO-optimized websites that convert followers into loyal clients. That entrepreneurial spirit blends seamlessly with my corporate background, which includes experience in financial services, nonprofit PR, customer engagement, and leadership communications. I recently accepted a position as a Financial Customer Associate at Fidelity, where I’m combining my passion for people, finance, and strategic communication in a new way. While I’m all in on this next chapter, I’ll always have love for storytelling, brand building, and the creative process. Let’s connect if you’re into marketing, messaging, creative strategy—or you just want to talk shop over some Chipotle (extra guac always).

Country

-

City

United States

Industry

Photography

Skill

Dubsado, AS400 Administration, Salesforce.com, Home Loan Servicing, Microsoft Office, Canva, MailChimp, Public Affairs, Corporate Image Management, WordPress, Squarespace, Social Media, Content Branding, Search Engine Optimization (SEO), Design, Marketing

Experience

Fidelity Investments

Financial Associate II - Defined Benefits

Fidelity Investments

LinkedIn
2025-9 - Present · 1 yr 1 mo

Westlake, TX

Fidelity Investments

Financial Customer Associate

Fidelity Investments

LinkedIn
2025-6 - 2025-9 · 4 mos

•Manage high-volume inbound calls in a fast-paced call center environment •Provide prompt, accurate support for customer account needs •Assist clients with questions and transactions related to employer-sponsored 401(k) plans •Educate customers on account options, features, and best practices •Support asset retention by delivering knowledgeable, solution-focused service •Process 401(k) loans, withdrawals, and other account-related transactions

Meagan Nelson Photography

Owner + Photographer

Meagan Nelson Photography

2015-1 - Present · 11 yrs 9 mos

Dallas-Fort Worth Metroplex

• Built and maintained a thriving photography business through exceptional brand development and strategic communications. • Created and managed a highly successful website (www.meagannelson.com) utilizing SEO strategies to achieve Page 1 rankings for target keywords. • Designed and executed all marketing materials, including visual content, videos, and social media campaigns across multiple platforms. • Developed and implemented engagement strategies to grow brand visibility and client reach. • Expertly utilized Adobe Creative Suite, Canva, and Microsoft Office tools for content creation and client deliverables. • Managed all aspects of client relations, scheduling, and delivery of services. • Work has been published in Country Living Magazine, The National Oil and Lube News, and featured on The Huffington Post website.

Bank of America

Mortgage Servicing Team Manager, Customer Relation Manager, Bankruptcy Specialist III

Bank of America

LinkedIn
2010-7 - 2016-7 · 6 yrs 1 mo

Fort Worth, Texas, United States

• Progressed through multiple roles, including Collector, Litigation Specialist, Bankruptcy Specialist, and Team Manager, showcasing adaptability and leadership. • Handled escalated situations and collaborated with attorneys to resolve complex cases efficiently. • Led teams in mortgage servicing, ensuring compliance with company standards and delivering high-quality customer service. • Utilized Excel, AS400, Salesforce CRM, and Microsoft Office Suite for reporting, project tracking, and client communication. • Managed communications with stakeholders and clients, focusing on improving satisfaction and streamlining processes. • Coordinated cross-functional projects, ensuring deadlines and performance metrics were consistently achieved.

Meagan Nelson's Contact Information

Email

******@***.com

Phone

(**) *** ****

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