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
New Parent Financial Checklist
To help you get a good financial start as parents, here’s a financial checklist for new parents.
Unpacking Publication 590B’s Justin Example
In Publication 590B, the IRS gives an example to demonstrate how Roth distribution ordering works.
New Child Tax Credit for 2021 Only
The 2021 tax credit is worth $3,600 for children under age 6 and $3,000 for those under age 18. These rules apply to tax year 2021 only.
Recent Best of Articles
Video: The Value of Systematic Roth Conversions
In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.
How to Implement The Automatic Millionaire Technique at Schwab
By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.