Meritrust Wealth Management Appoints Megan Williams as COO

Published January 30, 2023

  • Uncategorized

Meritrust Wealth Management, a leading financial advisory firm headquartered in Louisville, Kentucky, has appointed Megan Williams as Chief Operating Officer. Williams has relocated from Pennsylvania to serve alongside Meritrust’s CEO, Diane Medley. Previously, Williams served as a leader and  Advisor with Vanguard, TIAA, and HBKS Wealth Advisors.

“We are thrilled to welcome Megan to our Meritrust team,” said Diane Medley. “Her depth of industry knowledge and experience will be a tremendous asset as we continue to grow. She’s a true team player and fits in well with our mission, vision, and values, serving clients from a Client-First, Team-Based approach.”

Williams has more than 20 years of experience providing financial advisory services, specializing in leadership, wealth management, complex financial planning, intergenerational wealth management, and change management. She has earned an Executive Master of Business Administration from Villanova University and a Bachelor of Arts from Cornell University.