Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
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 25 years experience in the financial services industry, the last 23 of which have been at Merrill Lynch Wealth Management, 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 San Francisco Bar Association, the Silicon Valley Community Foundation, and many other groups.
Within Merrill, 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, 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 we interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for Best Buddies International, which provides intellectually disabled students and adults with friends as well as job opportunities. Also, I support Virgin Unite's 100% Human at Work, which fosters total well-being within the workforce, a topic close to my heart. Lastly, as a professional author, I support the amazing work of PEN America.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.