Paula Megan, CFP®

Associate Financial Advisor, Retirement Benefits, Assistant Vice President
Office: Glen Allen, VA
Phone: 804.616.3404
Email:

Paula Megan is an Associate Financial Advisor for Retirement Benefit. She is responsible for Employee Education with 401k plan participants as well as a liaison with plan providers and plan sponsors. Prior to joining the team in Glen Allen, Paula worked in retirement planner roles at Fidelity Investments and MetLife Resources.

Experience:

  • Fidelity Investments, Retirement Planner
  • MetLife Resources, Retirement Specialist
  • Morgan Stanley, Financial Advisor
  • Energy Security Analysis Inc., Latin American Oil Analyst

Education/Certifications:

  • CERTIFIED FINANCIAL PLANNER® designation
  • University of Texas at Austin, Master of Arts in Latin American Studies
  • St. Anselm College, Bachelor of Arts in Liberal Studies/Great Books