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Megan Marshall

Consultant Relationship Manage

Megan Marshall is a Financial Advisor Relationship Manager at CAPTRUST, bringing a strong foundation in financial counseling and planning from Purdue University, where they graduated in 2015. Previously, Megan held the role of Financial Advisor at Lakeside Wealth Management from 2014 to 2020, where they focused on private wealth management and became a leading advisor for next generation clients. They began their career in retail as a Sales Associate at Follett Higher Education Group from 2013 to 2015. A native of Chesterton, Megan enjoys community activities such as running 5k races and cherishes time spent with their spouse and pets.

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