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 #21 in 2025 and #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 and 2025 were published in February based prior year data as of September 30. The ranking is based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. Advisors have a minimum of four years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices.

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. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.