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.
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.
More People Eligible for ABLE Accounts in 2026 (Secure 2.0)
This amendment raises the ABLE account age to 46 starting in 2026.
New Catch-Up Limits for Ages 60-63 in 2025 (Secure 2.0)
Seniors born between 1962 and 1965 will be the first to be able to take advantage of these plus-sized limits.
Retirement Plans Allow Roth Employer Contributions Now (Secure 2.0)
For those who run a retirement plan, the next step for implementing this change is to email your plan provider.
Recent Best of Articles
Steps to Reduce IRMAA Medicare Premiums
Sophisticated tax planning can be effective at any age. However, with great complexity comes great opportunity.
The Art and Science of a Bond Allocation (529 Plan Example)
Adding more Stability to an asset allocation isn’t an easy issue. It takes science to know how much bonds you need. It takes artistry to gradually adjust your asset allocation over time.