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

Video: The Value of Systematic Roth Conversions
with No Comments

In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.

#TBT How to Claim Your Virginia State Tax 529 Contribution Deduction
with No Comments

Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.

How to Implement The Automatic Millionaire Technique at Schwab
with No Comments

By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.

See More by Megan


Recent Best of Articles

Video: The Value of Systematic Roth Conversions

with No Comments

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

with No Comments

By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.

See More Best Of

Like what you read? Subscribe to our newsletter!