Cfp® Megan Kelly

Megan Kelly, CFP®, currently serves as Associate Director and Financial Planning Specialist at Pathstone, a position held since October 2022. Previously, Megan worked at Dyson Capital Advisors from July 2018 to September 2021 as a Client Advisor and Client Services Associate, and at The Colony Group as a Wealth Advisor in early 2018. Additionally, experience includes roles at Bridgewater Wealth & Financial Management, RBC Wealth Management, and Hergenroeder Financial Advisors, Inc. Megan's qualifications encompass comprehensive financial planning, client onboarding, and transaction management for various account types, with a strong emphasis on personalizing financial strategies for high net worth clients. Megan holds a Bachelor's degree in Finance with a CFP track from Virginia Tech's Pamplin College of Business.