Megan Wolfe

Megan joined the firm in 2008. 
Her focus is primarily on financial and retirement planning, serving as a collaborative divorce financial neutral as well as taxation and accounting.
 
Education

She obtained a Masters of Science degree in Taxation from the University of Central Florida and a Bachelor of Science degree in Industrial & Systems Engineering, from the University of Florida, with honors.

 
Licensing
She is a licensed Certified Public Accountant in the state of Florida and Certified Divorce Financial Analyst. She holds Series 7 and Series 66 Securities Licenses, Florida Life, Health and Variable Annuities License, and a Florida Real Estate Associates License. 
 
Memberships
She is a member of the Collaborative Family Law Group of Central Florida, Institute of Industrial Engineers, International Association of Registered Financial Consultants, Orlando Regional Realtors Association as well as an active alumni of Theta Tau, an Engineering Fraternity. 
 
In her spare time she enjoys traveling and college football. 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck