Lead Associate Consultant, LPL Private Client
As Lead Associate Consultant for the Consulting team of LPL Private Client, Megan assists Financial Advisors with many aspects of serving high-net-worth individuals, families, and institutional clients. Megan consults with advisors, prepares sophisticated financial analyses, and serves as a conduit to best-in-class resources from throughout the firm and partnering organizations. In her role as Lead Associate Consultant, Megan is responsible for delivering the high-quality and timely results required in support of clients.
Prior to joining LPL Financial, Megan was a Financial Advisor with an independent broker-dealer, and sharpened her skills functioning as a Paraplanner with several successful advisor offices. Megan graduated from University of La Verne where she majored in Business Administration. Megan is currently working towards the CERTIFIED FINANCIAL PLANNER™ designation and holds Series 7, 66 and CA Life Insurance registrations through LPL Financial.