2 months ago
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin...
- With CAPTRUST Since 2020
- 2199261182
-
3100 Village Point
Suite 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 is a consultant, relationship manager, based out of the CAPTRUST Lakeside location.
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
Resources
2 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
2 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Wealth Management
3 months ago
Market Update | October 2020
In this video, CAPTRUST Chief Investment Officer Kevin Barry recaps...
