Paula Megan, CFP®

Associate Financial Advisor, Retirement Benefits, Assistant Vice President

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