Megan Allen is an Associate Wealth Advisor in the Boston, Massachusetts office at Beacon Pointe Advisors. She partners with the firm’s investment and financial planning teams to deliver comprehensive, personalized wealth management solutions for clients. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to Beacon Pointe, Megan earned her B.S. in Business Finance and M.S. in Finance from the University of Rochester, where she served as a teaching assistant and as a student body representative on the Master’s Advisory Council. Outside of work, Megan enjoys bouldering, cooking and baking, and watching historical documentaries.
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