Broker Check
Megan Wholey

Megan Wholey

Financial Advisor

Megan leads business development and client communications, and supports equity research and investing, with a focus on advising the next generation of investors. Megan is a graduate of Marquette University in Milwaukee, WI. She received her M.B.A. from Loyola University of Chicago, and her certification in Wealth Management Theory and Practice from Yale. Megan contributes articles on finance and investing for the online publication, The Everygirl, and coordinates the “Women & Wealth” group for the organization, The Wing. She also serves as a Director at Large for the Chicago chapter of the National Association of Women Business Owners (NAWBO). She has served on the Affiliates Board of Start Early (formerly The Ounce of Prevention) since 2016.