Megan Rooney- Client Services Associate

Megan is a recent graduate of Mount Holyoke College, where she received her BA with a concentration in Politics. It was during her studies that she became fascinated with personal finance and decided to venture into financial planning. She completed her FINRA Securities Industries Essentials^® (SIE^®) certification as a primary step into the field, while also receiving hands-on experience in our office. She currently resides in Enfield, Connecticut, and enjoys spending her free time with her two dogs, Wally and Dove.