Paula Megan, CFP®

Associate Financial Advisor, Assistant Vice President

Paula deMars Megan is a Client Relationship Manager of Retirement Benefits. 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.


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


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