Megan Letts in

Megan Letts

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Relationship Management Associate at CAPTRUST
📍 Greater Houston, United States

Megan is a Relationship Management Associate at CAPTRUST and a candidate for the CFP® certification. A graduate of Texas A&M University, she demonstrated commitment by transitioning from a wealth management intern to a full-time role within the firm, focusing on building strong client relationships.

Outside of her professional life, Megan is passionate about community service. She has been an active participant in "The Big Event," a large, student-run service project, dedicating her time to giving back to the Bryan-College Station community.

Megan achieved a perfect 4.0 GPA during the Fall 2024 semester, earning her a spot on the College of Arts & Sciences Deans List.

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Experience
1 Years
Current Role
Relationship Management Associate
Location
Greater Houston, United States
Personality Overview

How Megan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Megan cares about

Financial Planning
Her career, from a university role to her current CFP® candidacy, is centered on financial planning, showing a deep commitment to the field.
Client Relationships
Her current role is in relationship management, and she has expressed admiration for the depth that goes into building every client relationship.
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Career

Work history

1-2026
Relationship Management Associate
CAPTRUST
5-2025 - 8-2025
Wealth Management Intern
CAPTRUST
1-2025 - 12-2025
Student Worker
Financial Planning Program Texas A&M University
9-2023 - 5-2024
Sales Associate
Old Navy
6-2023 - 5-2025
Retail Sales Associate
Eddie Bauer
In the press

Media appearances

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Education
2022 - 12-2025
Bachelor of Science - BS
Texas A&M University
2018 - 2022
High School Diploma
Tenino High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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