2 months ago
Market Update | April 2021
The focus for 2021 has been three important shots into...
- 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
Wealth Management
Retirement Plans
3 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
3 months ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
4 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
