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

A Guide to Your In-Plan Roth Conversion at RiversEdge
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The form is amazingly straightforward. Once the paperwork has been processed though, it can be difficult to find out how much was converted.

How to Inherit a Roth IRA Outright From a Trust at Schwab
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Beneficiary designations directly to your heirs are a cleaner estate planning solution.

The Most Tax-Efficient Method of Leaving Assets to Charity in Your Estate
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If you have a charity among your heirs, there is the possibility for tax savings.

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Recent Best of Articles

How to Save for Retirement When You Are Old And Broke

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No matter how small your savings or when you start accumulating them, those small changes have large effects over time.

Four Reasons to Rebalance

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In these ways, rebalancing can be of great value to a long-term investor’s portfolio.

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