Megan Jessat hails from a small town, Havre, Montana, where people look out for one another. She believes Havre has instilled a strong sense of community, inspiring her to nurture that same feeling of connectedness in her client relationships.

As a Financial Advisor with Merrill, Megan brings enthusiasm, diligence, and an abiding desire to enhance the lives of the people she serves. She loves meeting people, learning more about them, and helping them take positive steps toward a more thoughtful and cohesive financial future. A natural educator, Megan also looks to share the knowledge she has gained, helping clients weigh their options and chart a more direct route to their goals. She aims to remedy possible gaps in a client’s financial picture, pointing out, “You don’t know what you don’t know.”

Clients from varied backgrounds seek Megan’s assistance. Many are business owners, professionals, multigenerational families, accomplished women, retirees, or inheritors. They look to Megan to help calm down the complexity of their financial affairs. To that end, Megan and her team members help clients tackle important goals: designing a financial strategy for varied market conditions, transferring wealth to the rising generation, creating a reliable cash flow in retirement, preparing a business for succession or sale, saving for higher education, or accessing banking and lending opportunities through Bank of America. To each of these priorities, Megan brings a passionate intensity: “I want to help clients pursue financial independence,” she shares, “helping them realize their dreams and goals.”

Megan began her career at Merrill in 2019 as a Summer Analyst in Bend, Oregon. She then joined the Whitefish, Montana, office in 2023, after gaining valuable professional experience in accounting, project management, and marketing. Within Merrill, she is an active member of The Women’s Exchange, a forum for personal, career, and leadership development.

Megan earned her B.S. in Business Administration cum laude from the University of Montana, where she majored in Finance and Marketing. She also gained international business experience, studying at the University of Brescia in Italy.

Eager to give back to her community, Megan is active with Women Who Wine Flathead, a philanthropic giving circle that raises funds for area nonprofit organizations. Previously, she volunteered with the Kalispell Chamber of Commerce and the Missoula Food Bank.

Megan and her husband Keenan bring “DIY” to a whole new level. They built their home in the Flathead Valley themselves, with some much-appreciated help from family and friends. In their free time, Megan and Keenan enjoy spending time with their two dogs, as well as hiking, skiing, snowboarding, camping, and hunting. They also love to spend time on the water, either rafting on area rivers or boating on Montana’s beautiful lakes. A fitness enthusiast, Megan likes to exercise, lift weights, do yoga, and engage in High Intensity Interval Training (HIIT).