I strive to provide a warm and welcoming space where finance can become a little less scary and a bit more motivating.
Megan began her career in the wealth management industry in 2021 and continues to emphasize learning and understanding of personal financial advisory services. As a Wealth Analyst, Megan is responsible for supporting Wealth Managers in our Pittsburgh office by preparing meeting materials, placing trades in client accounts, and drafting financial plans. Before making her way to Schneider Downs Wealth Management Advisors, Megan gained some ancillary experiences in busy-season tax preparation, the real estate closing process, and worked for another RIA.
Megan’s involvement in the Women’s Leadership and Mentorship Program, Women in Business, and Strong Women Strong Girls at Robert Morris University spurred her commitment to advocate for women and underrepresented communities both personally and professionally. Megan is excited to continue learning alongside seasoned professionals while cultivating her own advisory style for future client relationships.
Megan lives in her hometown of McDonald, PA with her cat, Sonny. When Megan is not working or studying, she enjoys spending time with loved ones, traveling, gardening, cooking, and taking long walks around her neighborhood.
CERTIFIED FINANCIAL PLANNER™ Practitioner
B.S. in Financial Planning, Robert Morris University
M.B.A in Finance, Robert Morris University
Member, Beta Gamma Sigma – International Business Honor Society
Receive all the latest insights and industry tips.
Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
Gain access to exclusive content from our team of advisors.
Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know!