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Anne Megerle

Wealth Manager, Partner

Anne serves as a Partner and Private Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Anne practices in the areas of retirement planning, executive plans and benefits, investment management, tax planning, estate planning, business succession planning, divorce planning, risk management, and charitable planning. Anne’s approach focuses on really understanding her clients and what they want – so she can help them achieve their dreams.

Anne brings to her clients more than 13 years of experience in the financial services industry. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a Wealth Advisor and member of the Executive Team. She also worked for Procter & Gamble directly out of school for several years before transitioning to the financial services industry.

Anne earned a Bachelor of Science degree in Economics from Miami University. Anne is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards, a Certified Divorce Financial Analyst, as designated by the Institute for Divorce Financial Analysts, and a Certified Exit Planning Advisor® as designated by the Exit Planning Institute.

Anne and her husband Steve were recently blessed with their first child, Will. In their spare time, they enjoy walking their dog Coolidge, playing golf, and traveling.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021