Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Megan A. McNealy is a Wealth Management Advisor and CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc*. With more than 22 years experience in the financial services industry, the last 20 of which have been at Merrill Lynch, Megan focuses on working with Senior Corporate Executives who have increasingly complex financial lives, but very limited time. She helps simplify, organize and facilitate the management of their growing wealth.
Combining her abilities as both a CFP® professional and an Investment Professional, she frequently advises on ways to preserve wealth and to increase financial freedom. She designs and implements plans to manage cash flow, maximize company benefits, strategize stock options, hedge or sell concentrated positions and is especially known throughout the Bay Area for creating effective 10b5-1 trading plans.
Megan has been widely recognized for her professionalism in her industry. A frequent speaker on Benefits Planning for Executives and 10b5-1 Trading Plans, she has presented for numerous tech and biotech companies in the Bay Area, for CPAs and Attorneys, for the Financial Planning Association, the Northern CA Planned Giving Council, the Alameda County Bar Association, the Silicon Valley Community Foundation, and many other groups.
Within Merrill Lynch, Megan is a well-known best-practices Advisor-Trainer both locally and nationally. Over her career, she has presented to over 2,000 colleagues, and several educational videos with firm-wide distribution have been made featuring her success and innovative approaches. She also donates her time to mentor Advisors new to the business, and enjoys witnessing their success.
Before joining Merrill Lynch, Megan was a third-generation Member of the Chicago Board of Trade, and worked in both the commodity futures and U.S. bond futures markets. Megan graduated cum laude from Cornell University and earned her Masters degree from Northwestern University. She lives with her two daughters on the East Bay.
|*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Best Buddies, International and other volunteer work.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.