Meghan McGuire - Financial Professional
PLATINUM Financial Professional
Meghan McGuireCFP (R), RICP, MS
Meghan is passionate about helping others succeed financially by providing them with the tools, knowledge, and resources needed to make a positive impact. She has found her niche in family wealth management. She enjoys conversing with clients and providing coaching and support when needed. She is adamant in assisting clients to save, spend, and give according to their budget. She is one who truly practices what she preaches. Her experience spans multiple different industries including grain cooperatives, real estate, construction, accounting, and finally, financial advising. She shares the lessons she has learned in accounting, training programs, behavioral conditioning, leadership skills, and organizational techniques to ensure each client is personally supported. Meghan has been in the financial services industry since 2008. Meghan proudly extends her leadership skills into her community and has a deep passion for charitable endeavors benefitting youth, single women, and financially struggling families. She has been a youth leader for 18 years. An active volunteer in her church, Meghan has participated in numerous programs including youth retreats, mentorship, mission trips, weekly small groups, former DivorceCare co-leader, community play productions, former Financial Peace University coordinator, Deacons, and the Board of Stewards. And her leadership doesn't end there! Outside of church, she has volunteered in programs including Cub Scouts, flag football coaching, Junior Achievement, Susan G Komen races, construction volunteer for Habitat for Humanity, Group Work camps, and former board member for the Colorado division of the Wells Fargo Advisors Women's Team Network. Meghan, a third generation Colorado native, resides in Larkspur. As a dedicated mother, she's proud of her three children and all their accomplishments. In her free time, Meghan enjoys reading, yoga, running, and of course, budgeting.
Investment and insurance products are: *not insured by the FDIC or any Federal Government Agency. *Not a deposit or other obligation of, or guaranteed by the Bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member SPIC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Opinions and comments do not necessarily represent the views of our firm.