Bio
Megan is Senior Trust Advisor with Fifth Third Private Bank. Megan has managed personal trusts for individuals and multi-generational families since 2003. She is focused on delivering with the sophistication necessary to provide guidance on fiduciary issues, estate planning concerns, and wealth transfer techniques. Megan understands that each client's needs are unique and provides highly personalized services to help families carry out their financial and estate planning goals.
Megan earned her Bachelor of Arts degree at Fordham University, she is a CERTIFIED FINANCIAL PLANNER TM professional, and holds the Certified Trust and Fiduciary Advisor (CTFA) designation, which is sponsored by the ABA Institute of Certified Bankers. Megan is a member of the Chicago Estate Planning Council as well. Megan lives in Arlington Heights IL with her husband and two children.
