1 month ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 2020
- 2199261182
-
3100 Village Pt
#200
Chesterton, IN 46304
Megan Marshall
Consultant,
Relationship Manager
- Chesterton, IN
- The Giving Tree | Pearl Harbor
- My grandparents
- If you can be anything, be kind
- Kindness, confidence, and humility
Financial Advisors
Megan Marshall is a wealth management consultant 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 since 2002.
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.
Education
- Bachelor of Science degree in financial counseling and planning with a minor in management from Purdue University
Memberships
- Volunteer, American Red Cross
News & Resources
Announcements
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
