Megan Mcnealy

Senior Vice President- Wealth Management, Wealth Management Advisor, CFPTM at Bank of America Merrill Lynch

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Megan Mcnealy's Summary

Megan is a Senior Vice President with 27 years of tenure at Merrill Lynch. A Wealth Management Advisor, a CERTIFIED FINANCIAL PLANNER™ and Investment Professional on the 2023 and 2024 Forbes "Top Women Wealth Advisors- Best in State"* list, she specializes in working with Senior Corporate Executives who have increasingly complex financial lives, but very limited time. Her team, McNealy & Associates, provides clients ways to manage their wealth with carefully aligned investments, strategies for concentrated positions, artfully crafted 10b5-1 trading plans, and financial planning strategy aimed at achieving lasting financial freedom. Email: [email protected] Megan's work, highlighting exceptional leaders in business, has been featured in Fast Company, Chief Executive, Thrive Global, Business Insider, UK Telegraph, and Entrepreneur. Her critically acclaimed first book, "Reinvent the Wheel: How Top Leaders Leverage Well-Being for Success" (NB/ HachetteUK) was named in Forbes' "Top 20 Must-Reads for 2019" and was awarded a 2020 Axiom Business Book Award. Megan graduated cum laude from Cornell University and earned her Masters degree from Northwestern University. Before Merrill Lynch, Megan was a third generation Member of the Chicago Board of Trade. A Reiki Master, mother of two college-aged daughters and two adorable doodles, she lives vibrantly in N. CA. *Source Forbes, "America's Top Women Wealth Advisors Best-in-State" list, published Feb 2, 2023 and Feb 8, 2024. Ranking based on data as of Sept 30, 2022 and 2023.

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Frequently Asked Questions regarding Megan Mcnealy

What company does Megan Mcnealy work for?

Megan Mcnealy works for Bank of America Merrill Lynch as Senior Vice President- Wealth Management, Wealth Management Advisor, CFPTM

What is Megan Mcnealy role in Bank of America Merrill Lynch?

Megan Mcnealy roles in Bank of America Merrill Lynch is Senior Vice President- Wealth Management, Wealth Management Advisor, CFPTM

What is Megan Mcnealy’s email address?

Megan Mcnealy's email address is M******@bofaml.com

What is Megan Mcnealy's business email address?

Megan Mcnealy's business email address is M****@bofaml.com

Where is Megan Mcnealy based?

Megan Mcnealy is based in San Francisco Bay Area.

What industry does Megan Mcnealy work in?

Megan Mcnealy works in the industry of: Financial Services

Who is Bank of America Merrill Lynch's Senior Vice President- Wealth Management, Wealth Management Advisor, CFPTM?

Bank of America Merrill Lynch 's Senior Vice President- Wealth Management, Wealth Management Advisor, CFPTM is Megan Mcnealy
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