Megan Wholey brings a rare combination of strategic communication expertise and deep financial acumen to her work advising ultra-high net worth families. Before joining Baird in 2019, she spent the early part of her career at the world’s largest public relations firm, where she counseled Fortune 100 companies on marketing and communications strategy — an experience that continues to shape her client-first, relationship-driven approach to wealth management.
At Baird, Megan focuses on the complex financial challenges facing ultra-high net worth individuals and families, with particular depth in tax strategy, estate planning, and integrated wealth management. She is a Certified Private Wealth Advisor (CPWA®) and holds a Certificate in Wealth Theory and Practice from Yale University.
Megan holds a Bachelor of Arts from Marquette University and an MBA from Loyola University Chicago.
Outside the office, Megan lives in Oak Park, Illinois with her husband and three sons. She enjoys tennis, cooking, and travel.