Megan Kelly
CFP®
Associate Director
- Shareholder
Megan is an Associate Director in Pathstone’s Alexandria office focused on wealth planning strategies. She has over a decade of wealth planning experience. Megan enjoys working with clients to create a comprehensive financial plan that focuses on their goals. She starts by creating a financial plan that includes a balance sheet and cash flow projections. From there, she works with the client to understand their goals and then discusses ways to help them achieve those goals. Megan often partners with other advisors, accountants, and attorneys to develop and implement the financial plan.
Megan has spent her entire career in the wealth management field. Prior to Pathstone, Megan worked as a Client Advisor at Dyson Capital Advisors and a Wealth Advisor at The Colony Group.
Megan graduated with a Bachelor of Science (BS) degree with a major in Finance from Virginia Tech.
Megan lives right outside our nation’s capital in Arlington, VA. She enjoys traveling, reading, and trying new restaurants.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Megan is an Associate Director in Pathstone’s Alexandria office focused on wealth planning strategies. She has over a decade of wealth planning experience. Megan enjoys working with clients to create a comprehensive financial plan that focuses on their goals. She starts by creating a financial plan that includes a balance sheet and cash flow projections. From there, she works with the client to understand their goals and then discusses ways to help them achieve those goals. Megan often partners with other advisors, accountants, and attorneys to develop and implement the financial plan.
Megan has spent her entire career in the wealth management field. Prior to Pathstone, Megan worked as a Client Advisor at Dyson Capital Advisors and a Wealth Advisor at The Colony Group.
Megan graduated with a Bachelor of Science (BS) degree with a major in Finance from Virginia Tech.
Megan lives right outside our nation’s capital in Arlington, VA. She enjoys traveling, reading, and trying new restaurants.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
