Megan Cochran
Director of Operations, Wealth Advisor

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Megan Cochran serves as a Wealth Advisor and the Director of Operations at the Beacon Pointe New Orleans office. Since beginning her career in 2009, Megan has developed a comprehensive skill set in various areas, including retirement plan design and implementation, fiduciary services, fee analysis, and individual financial planning. Her approach focuses on providing holistic and personalized financial solutions tailored to meet the unique goals and objectives of her clients. Megan works closely with individuals and plan sponsors, ensuring their needs are addressed efficiently and effectively through collaborative efforts.

Megan’s journey into finance began early in life, influenced by her parents’ exposure to the financial aspects of running a small business. This exposure sparked her interest and eventually led her to pursue a Bachelor of Science degree in Finance and Economics from Loyola University New Orleans. Following her academic pursuits, Megan embarked on her professional journey, initially joining a national bank where she held various roles. However, her desire for a more localized, family-oriented, and client-focused environment ultimately led her to CBD Wealth Management (CBD), which merged with Beacon Pointe Advisors in 2020. Outside of the office, Megan remains connected to her community and is very involved with the John Curtis Christian School. She prioritizes quality time with her family, enjoying moments with her husband, Joe, and their two daughters, Elle and Zoe.

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