Years of Experience
5-20+ Years
CHARLOTTESVILLE, VA
0 Disclosures
ADVISOR BIO
Megan Marotta Russell is a Certified Financial Planner™ and an Investment Advisor Representative registered with Marotta Wealth Management, Inc. Megan has been working in the financial industry since June 2005. Megan focuses on the needs of high net worth individuals, charitable organizations, and pension and profit-sharing plans. Marotta Wealth Management provides a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses. The firm is located in Charlottesville, Virginia.
SPECIALIZATIONS
WINCHESTER, VA
5 Years Experience
0 Disclosures
ADVISOR BIO
Megan Elizabeth Branch is a financial advisor at Truist Advisory Services, Inc. Megan has been in the financial industry since October 16, 2019. Megan is licensed to provide financial advice in Texas and Virginia. Megan has been a registered representative of Truist Investment Services, Inc. since February 2021. Megan is a Certified Financial Planner.
SPECIALIZATIONS
KILMARNOCK, VA
2 Years Experience
0 Disclosures
ADVISOR BIO
Megan B. George is a registered representative with Wells Fargo Clearing Services, LLC. Megan has been in the financial industry for over 10 years and holds the Series 66, Series 7TO and SIE licenses. Megan specializes in providing financial planning, portfolio management and investment consulting services to individuals and businesses. She also offers services for charitable organizations and pension consulting. Megan is based in Kilmarnock, Virginia.
SPECIALIZATIONS
Crozet, VA
0 Disclosures
ADVISOR BIO
Megan Elizabeth Wiley is an Investment Advisor Representative associated with Badgley Phelps Wealth Managers. Megan has been in the industry since June 2015 and is registered with the states of Virginia and Washington. She is a Certified Financial Planner and holds the Series 65 license. Megan has experience working with high net worth individuals, charitable organizations, corporations and other businesses, individuals other than high net worth, and pension and profit sharing plans.
SPECIALIZATIONS
VIRGINIA BEACH, VA
9 Years Experience
0 Disclosures
ADVISOR BIO
Megan Sowers is a financial advisor at Truist Advisory Services, Inc. She has been working in the financial industry since August 2016. Megan is registered with the state of Virginia. She has passed the Series 66, Series 7 and SIE exams. Prior to joining Truist Advisory Services, Inc., Megan worked at SunTrust Investment Services, Inc. Megan has a wide range of experience and is able to provide financial advice to a variety of clients, including individuals, families, businesses, and institutions.
SPECIALIZATIONS
VIRGINIA BEACH, VA
16 Years Experience
0 Disclosures
ADVISOR BIO
Megan Otlowski is a financial advisor who has been active in the financial industry since July 2009. Megan is a registered representative of Ameriprise Financial Services, LLC. Megan is also registered as an investment advisor representative in Virginia. Megan has a Series 66, Series 7 and SIE license. Megan provides financial planning services to individuals, families, and businesses.
SPECIALIZATIONS
ALEXANDRIA, VA
10 Years Experience
0 Disclosures
ADVISOR BIO
Meghan Colleen Lusk is a registered representative with Campbell Wealth Management, Inc. Meghan has been in the financial services industry since 2011 and is currently registered with the state of Virginia. Meghan holds Series 63, 66, and 7 licenses. Meghan provides financial planning services and investment management to individuals and businesses. Meghan is also a Certified Financial Planner. Meghan has a long history in the financial services industry, having worked at ING Financial Partners, Inc., Sullivan, Bruyette, Speros & Blayney, LLC, and Madison Avenue Securities. Meghan's prior experience includes financial planning, wealth management, and investment management. Meghan has been with Campbell Wealth Management, Inc. since February 2019.
SPECIALIZATIONS
BLACKSBURG, VA
7 Years Experience
0 Disclosures
ADVISOR BIO
Meghan Kuczmarski is a financial advisor at Edward Jones. Meghan is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the financial services industry. Meghan is a dedicated and experienced financial advisor who is committed to helping her clients achieve their financial goals. Meghan works with individuals, families, and businesses to develop personalized financial plans that meet their unique needs.
SPECIALIZATIONS
NORFOLK, VA
0 Disclosures
ADVISOR BIO
Meghan Ann Cottrell is an investment advisor representative with Cerity Partners LLC. Meghan is registered with the state of Virginia and has been in the industry since 2017. Meghan holds a Series 65 license, the Uniform Investment Adviser Law Examination. Previously, Meghan worked at Palladium Registered Investment Advisors in Norfolk, VA and Abacus Accounting in Chesapeake, VA. Meghan specializes in providing financial planning, portfolio management, and pension consulting services to clients.
SPECIALIZATIONS
FRANKLIN, VA
14 Years Experience
0 Disclosures
ADVISOR BIO
Meghan Marie Councill is a registered investment advisor representative at Davenport & Co. LLC. Meghan is licensed in 18 states, including Virginia, where she is also registered as an investment advisor representative. Meghan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
SPECIALIZATIONS
