Megan Bailey

Background

About Megan Bailey

Megan began her career at Merrill in 1995. She holds FINRA Series 66 and Series 7 registrations and is licensed as an agent for Life, Accident and Health Insurance. In 2007, she received her Chartered Retirement Planning Counselor™ designation, and in 2018 obtained the Certified Plan Fiduciary Advisor™ designation. Megan conducts portfolio reviews, oversees investment proposal and strategy implementation, assists with investment analysis and coordinates intergenerational planning. She also focuses on the design and implementation of retirement plan services, and provides access to the investment insights of Merrill to address all aspects of clients' financial lives. She enjoys building long-term relationships with clients and their family members as she guides them through the wealth management process. Originally planning to be a teacher, it was natural for Megan to be skilled at educating clients and simplifying the investment process. She is passionate about delivering excellent service, socially responsible investing, and helping clients pursue their goals. She helps clients create a customized wealth management approach that can be flexible as their needs and market conditions change. Megan lives in Fort Washington, PA with her husband, two children and her four dogs. She is an equestrian who loves to spend time with her horses, Ziggy and Bentley. She also enjoys Broadway musicals and reading fiction novels in her spare time.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.