Megan Childress
Premier Advisor
3513 W Cary St
Richmond, VA 23221-2728
About me
Background
I am a Premier Advisor working in the financial services industry since 2012 with a simple goal: to truly be my clients’ trusted advisor. I help them take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. My daily goal is to put my clients first, building their trust through high-touch, personalized attention, in-depth conversations, and technology. I seek to help guide clients through their financial journeys by addressing their short- and long-term goals.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more