Years of Experience
5-20+ Years
KILMARNOCK, VA
3 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
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
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
ALEXANDRIA, VA
0 Disclosures
ADVISOR BIO
Megan Kelly is a financial advisor at Pathstone, a firm that offers a wide range of financial services, including financial planning, portfolio management and family office services. Megan Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Virginia. Megan has been in the financial services industry since 2014. Megan Kelly holds a Series 66, Series 7 and SIE licenses. Megan Kelly has previously worked with RBC Capital Markets, LLC, Bridgewater Wealth & Financial Management, LLC, The Colony Group, LLC, Dyson Capital Advisors, Momentum Financial Planning and Pathstone.
SPECIALIZATIONS
RESTON, VA
11 Years Experience
1 Disclosures
ADVISOR BIO
Megan Clark is a financial advisor with over 8 years of experience in the industry. Megan is currently registered with Brighter Financial Capital Management, LLC, a firm that provides investment advice and financial planning services to individuals, families, and businesses. Prior to joining Brighter Financial Capital Management, LLC, Megan was a registered representative at Kalos Capital, Inc., where she focused on providing investment advice to high-net-worth individuals and families. Megan is a graduate of [insert university name] and holds a Series 7, Series 63, and Series 66 license. Megan is dedicated to helping her clients achieve their financial goals.
SPECIALIZATIONS
RICHMOND, VA
0 Disclosures
ADVISOR BIO
Megan Weldon Waters is a financial advisor with Covenant Wealth Advisors, based in Richmond, VA. Megan is a Certified Financial Planner™ and has been in the industry since 2008. Megan has experience working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Megan is also licensed in Texas and Virginia.
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
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
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