Meghan Porter

Realizing in college that wealth management was her professional ambition, Meghan joined Merrill Lynch Wealth Management after earning a Bachelor of Business Administration degree from Campbell University with a concentration in Trust and Wealth Management and minor in Financial Planning. Meghan is devoted to helping clients explore their life priorities for home, health, family, giving and other areas. Taking a holistic, goals-based approach allows her to customize financial strategies that account for each client’s circumstances, concerns and aspirations.

Meghan is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.

Meghan is an active member of the Junior League of the Palm Beaches – a women’s organization committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers. She resides in Cary with her husband Lance.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.