Megan is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investment assets. She supports Senior Wealth Advisors and Wealth Advisors with comprehensive financial planning and investment management solutions. Megan is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Before joining the firm, Megan worked at a smaller Wealth Management Firm where she was an Associate Wealth Advisor, primarily focused on Financial Planning. She participated in the 2022 FPA Residency Program through the Financial Planning Association. Megan had many internships while in college in related fields such as sales, marketing, insurance and finance, leading her to find her passion which is a career in Wealth Management and Financial Planning.
Megan attended Plymouth State University, where she received a Bachelor’s degree in Finance, Economics and Sales in 2019. She then went on to receive her MBA from Plymouth State University, graduating in 2020.
Megan currently lives in Salem, NH. She enjoys spending time with family and friends, traveling, scrapbooking and staying active by attending yoga and workout classes.