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Mag Coon, Client Relationship Manager at Zinn Wealth Management, financial advisors in Portland, Maine

Meg Coon

Client Relationship Manager

I came to Zinn Wealth Management with over three decades of customer service and transaction management experience, including 24 years in residential real estate sales in the Portland Area. I am a native of Brunswick, and a current resident of Cumberland where my husband and I raised our children. An avid sailor and traveler, I also enjoy hiking with my dog, biking, and all the wonderful food and entertainment available in and around Portland! I graduated with a BA in Communications and Equestrian Studies from Lake Erie College in Ohio and a M.S. Ed. in Education Leadership from the University of Southern Maine. I have been a Board member of the Junior League of Portland and the Portland Yacht Club and have also been an active volunteer for Habitat for Humanity of Greater Portland and various youth sports organizations.

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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