Megan Flynn CFA®

Megan Flynn CFA®'s Portrait .(JavaScript must be enabled to view this email address)

Megan Flynn, CFA is a Portfolio Manager at Retirement Income Solutions.  Megan is one of nine advisors providing financial planning and retirement analysis for over 1,200 clients, representing $1.7 billion under management.

Megan relocated from New York City to join the firm in 2019.  She is an investment management professional with a decade of experience helping protect and grow financial assets.  Megan enjoys helping clients move closer to attaining their goals and feeling financially stable in retirement.  She believes listening to clients is the key to aiding in their success.

Megan became a CFA Charterholder in 2018 and earned her BS from Marist College in Poughkeepsie, New York.  She is part of the A2Y Leadership Class of 2020 and has led a Cycle for Survival team for the last seven years.

Community Involvement
A2Y Leadership Class of 2020 (2019 – present)
Cycle for Survival, Team Captain, NYC (2013 – 2019)
Cycle for Survival, Team Captain, Bloomfield Hills (2019 – present)
Ellevate Network for Professional Women, Member (2018 – present)
Washtenaw Estate Planning Council (2019 – present)

Education
BS, Finance and International Marketing, Marist College
CFA Charterholder

Experience
Vice President & Wealth Manager, First Republic Bank (2011 – 2019)
Investment Administrator, Deutsche Bank (2010 – 2011)
NexClear Program Analyst, Deutsche Bank (2009 – 2010)

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts