Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management.
As Chief Operating Officer, Megan’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees the technical side of Marotta Wealth Management as our head programmer, and is a regular contributor to our Marotta On Money articles. Her writings have been featured and quoted in several publications across the country.
She has specialized in almost every service at the firm and is the head of Marotta Wealth Management’s research and development. Right now, she is our lead tax specialist and is responsible for our customized Roth conversion recommendations.
Megan has worked with Marotta Wealth Management most of her life. After several summers of volunteer work, she officially began working for the firm part-time in 2005. After seven years of consulting and design work, she came on staff full time in 2012.
Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter. When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, Tokaido, Disney Villainous, and Tajemnicze Domostwo.
If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
Credentials & Memberships
CERTIFIED FINANCIAL PLANNER™
The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.
For more information about this designation, see the CFP Board website.
Accredited Portfolio Management Advisor℠
The APMA® program is a graduate-level designation program that provides hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including determining sell, hold, and buy decisions within a client’s portfolio.
For more information about this designation, see the College for Financial Planning website.
NAPFA-Registered Financial Advisor
This membership represents the highest standard of fiduciary duty in the financial services industry.
For more information about this membership, see the National Association of Personal Financial Advisors.
Specialties
Latest Articles
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This quarter, Overall Freedom Investing presented a 1-year return of 33.89%. This is a +1.29% advantage over MSCI ACWI ex US.
Year of Death RMD: Immediate Required Minimum Distribution Rules for Heirs
Because of how beneficiary designations and RMD tax requirements play off of one another, there are some odd realities for this odd distribution requirement.
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