Megan is senior consultant at F2 Strategy. With over 17 years of wealth management and technology experience, Megan joined F2 Strategy from a financial planning focused Registered Investment Advisor (RIA). During her tenure, she led the portfolio management operations and client services team while converting their firm’s wealth technology stack. Technology conversions are not new to Megan, as she successfully led multiple Advisory firms to more efficient and up-to-date software. Megan has also led custodian conversions to and from Fidelity, Schwab, and Interactive brokers. Prior to joining the RIA world, she worked for Schwab Advisor Services, servicing numerous Advisory firms nationwide. Born and raised in the New England region, she still roots for her beloved Patriots & Red Sox. These days, you can find Megan experimenting with new dinner recipes or boating in South Florida with her husband and daughter.

What are you most passionate about in your role at F2 Strategy?

The ability to collaborate with colleagues who have a wealth of knowledge & leveraging that expertise to make a game changing plan for our clients.

What would you tell someone just starting out in the industry right now?

Having the ability to adapt and embrace change is critical. With an everchanging environment it’s crucial to keep learning and challenging yourself.

Want to age yourself? What has changed the most since you started out in the industry?

Going paperless! The use of DocuSign and digital tools to open a new account in minutes is a far cry from the world of faxing and snail mail.