Lineweaver Financial Group, Inc.
Meagan Elliott, MBA, has extensive experience in financial services, currently serving as a Financial Liaison at Lineweaver Financial Group, Inc. since November 2013, where responsibilities also include processing and client service. Prior to this role, Meagan worked at PNC as a Teller Banking Representative I from January 2012 to November 2013 and at Bank of America as a Customer Solutions and Service Specialist II from January 2009 to December 2011. Meagan began their career at Global Marketing Enterprises, Inc. as a Team Leader from February 2008 to December 2008. Academically, Meagan earned a Master of Business Administration from Cleveland State University between 2010 and 2013, following a Bachelor of Arts in Communication and Journalism from The University of Toledo, completed from 2004 to 2007.
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Lineweaver Financial Group, Inc.
Founded in 1993, Lineweaver Financial Group (LFG) is one of Northeastern Ohio's most respected financial advisory firms. Our independent professionals start by using our unique Life-Stage-Mapping-Process™ to create a fully-coordinated financial plan based on your particular needs, and those of your family. Then, to ensure you receive all the benefits of professional coordination, and to save you time and money, your plan is conveniently implemented and continuously monitored at our one-of-a-kind WealthWatch™ Center in Valley View. At Lineweaver Financial, we really mean, "one call does it all." LFG has years of experience servicing the financial planning needs for a wide range of clients at differing stages in life, such as those approaching retirement, small business owners, and corporate executives. Each client’s individual goals are part of a fully coordinated financial plan, developed by our “in-house” financial, insurance, legal and accounting specialists. Given our extensive capabilities, LFG is also the financial planning firm of choice for several credit unions in the greater Cleveland area. LFG also has a unique division which focuses on serving the sometimes complex retirement needs of the State of Ohio’s public service employees. LFG currently works with several Ohio municipalities, police and fire departments, and has even been endorsed by the OBPA as a trusted resource for Police & Fire professionals. LFG also offers Ohio’s only actively managed deferred compensation plan, a unique advantage enjoyed by our clients. In addition to providing sound and responsible financial advice, LFG also feels it has a responsibility to make our community a better place. Over the years, LFG has sponsored charitable events, answered phones, and even washed cars to raise money for charities. We’re also a continuing sponsor for the Rainbow Babies and Children’s Hospital Radiothon Change Maker Program, and run our annual food drive for the less fortunate.