Megan’s approach to holistic financial advice helps her clients dream big and define their goals. Once a client’s goals are clearly defined, Megan partners with them to create a plan considering the journey and destination. She presents all opportunities available and assists clients in making decisions that align with their highest purpose. Megan skillfully distills complex possibilities into cle
ar financial plans and has formed true partnerships and deep connections with clients. Megan is a seasoned financial services professional with over 20 years of experience in the financial services industry. Megan rose through the ranks at Merrill and understands all aspects of the industry.
“I took a leap of faith and founded Joy World Wealth Partners because I wanted the freedom and independence to bring greater focus to my clients and their unique needs. My goal is to bring clients closer to achieving their dreams. My team comprises missionaries and visionaries who believe in one-on-one attention and individualized guidance; each representative is an educated, warm, and dependable fiduciary when managing their client’s wealth.”
Megan holds prestigious designations as a CPFA-Certified Plan Fiduciary Advisor and the FINRA Series 7 and 66 securities registrations and has her Life and Health Insurance licenses. She earned a Bachelor of Science in Psychology from The University of Pittsburgh and is passionate about behavioral finance and the psychology of money. Giving back to her community is a priority. Megan is active in her church, serving as a CCD instructor and lector at the Immaculate Conception Church. She also serves on the boards of The Greater Scranton Chamber of Commerce, DATS (Drug and Alcohol Treatment Services), Circle 200, and Spread Joy. Spread Joy is an initiative started by her late friend, which continues to be a source of inspiration for Megan and Joy World Wealth Partners. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Joy World Wealth Partners, 125 N. Washington Ave., Scranton, PA 18503, 570-507-9642.
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