Designations and Licenses

Megan is a CERTIFIED FINANCIAL PLANNER^™ professional and a Certified Divorce Financial Analyst^™.

Experience and Education

Megan specializes in providing comprehensive advice to individuals and families that incorporates integrated financial planning and investment strategies aimed at growing and protecting wealth. While she works with a full range of client needs, Megan has a particular interest in helping women through life transitions, such as the death of a family member or a divorce.

She has worked in the financial services industry since 1999. Prior to joining Mariner, she held positions at PNC Wealth Management, RegentAtlantic, Jamison, Eaton and Wood and Scudder Kemper.

Megan has a bachelor’s degree in economics from St. Lawrence University.

Accolades

Megan was named to Forbes’ Top Women Wealth Advisors Best-In-State list, ranking #24 in North New Jersey in 2024. She was named to Forbes’ Best-In-State Wealth Advisors in New Jersey, ranking #119 in 2024.

Personal Interests

Megan is Emeritus Trustee of Kent Place School and manager of N.J. Colonials boy’s ice hockey team.

Megan’s Office

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 was published in February based prior year data as of September 30.

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods.

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