Wealth management and financial planning; for individuals and businesses.
Wealth management and financial planning; for individuals and businesses.
Megan Williams
EMBA
Chief Operating Officer
Megan serves as the Chief Operating Officer of Meritrust Wealth Management.
Megan has more than 20 years of experience in financial services and is passionate about developing customized, comprehensive solutions to meet the financial goals of her clients. Megan specializes in wealth management, complex financial planning, intergenerational wealth management, change management, coaching, anprogram and project management.
Prior to relocating to Louisville, Kentucky to join Meritrust, Megan served as a leader and Advisor with Vanguard, TIAA, and HBKS Wealth Advisors in Pennsylvania.
Megan was part of the inaugural Alice Houston Women's Leadership Program through Leadership Louisville. She actively volunteers with the Metro United Way's Community Impact Cabinet and serves as a board member for Cornell University Rugby.
Disclosure
Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.
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