Megan Russell

Chief Operating Officer, APMA®

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 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

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.


Specialties

 


Latest Articles

#TBT Do I Need to Pay Tax on This 1099-R?
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The given numbers on a 1099-R are insufficient to be able to fill out your tax return correctly. Knowledge of what was actually done is required in order to file your taxes accurately.

Life Lesson #1: You Shouldn’t Need Saving
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No limp arms. Keep your hands up. Budget for emergencies.

How Should I Vote My Shares?
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You are not obligated to vote just because you own shares.

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Recent Best of Articles

Q&A: How Much K-12 Tuition Can I Reimburse from 529 Plan?

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By flowing money through a 529 account, a Virginia tax payer could receive a $575 discount on their private school tuition.

Pay Your State Tax By Donating to Charity

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If you have a tax credit eligible charity where you like their work better than the state government, then consider redirecting your state tax to fund the charity instead.

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