Megan McNealy
Megan A. McNealy is a Senior Vice President and Wealth Management Advisor with 28+ years of tenure at Merrill Lynch Wealth Management.
A Wealth Management Advisor, CERTIFIED FINANCIAL PLANNER® Professional and Investment Professional on the 2026, 2025, 2024 and 2023 Forbes "Top Women Wealth Advisors- Best in State" list (Private Wealth- Northern CA. Published annually in February. Rankings based on data as of June 30 – Sept 30 of prior year), and the 2025 Forbes "Best in-State Wealth Management Teams" list (Northern California High Net Worth. Published on January 9, 2025. Rankings based on data as of March 31, 2024), Megan specializes in working with Senior Corporate Executives of publicly traded companies who have increasingly complex financial lives, but very limited time.
Her team, McNealy & Associates, provides clients ways to manage their wealth with carefully aligned investments, strategies for concentrated positions, artfully crafted 10b5-1 trading plans, and financial planning strategy aimed at achieving lasting financial freedom.
Megan's work, highlighting exceptional leaders in business, has been featured in Fast Company, Chief Executive, Thrive Global, Business Insider, UK Telegraph, and Entrepreneur. Her critically acclaimed first book, "Reinvent the Wheel: How Top Leaders Leverage Well-Being for Success" (NB Hachette UK) was named in Forbes Top 20 Must Reads for 2019 and was awarded a 2020 Axiom Business Book Award.
Megan graduated cum laude with her B. A. from Cornell University and earned her M.A. from Northwestern University. Additionally, she studied at Trinity College, Oxford, and played competitive tennis for many years. Before Merrill, Megan was a third generation Member of the Chicago Board of Trade.
A Reiki Master, mother of two adult daughters and three adorable doodles, she lives vibrantly in Northern California.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S., which is awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements
*2025 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
