Megan Marshall is a wealth management financial advisor based in Chesterton, IN.
Her focus primarily resides in the private wealth division, with responsibilities that include client meeting preparation and follow-up, market research, data analysis, and assistance with retirement plan participant enrollment meetings.
Prior to joining CAPTRUST, Megan served as a financial advisor with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning.
Prior to joining the team, Megan was an intern with Lakeside, working in both the firm’s private wealth division and the retirement plan division. She also served as an administrative assistant for 1st American Management Company and Beachwalk Property Owners Association.
- Bachelor of Science degree in financial counseling and planning with a minor in management from Purdue University
- Volunteer, American Red Cross
- Board Member, Porter County Community Foundation