CoverProfile

Meg Sheil-Puopolo

Partner and Private Wealth Advisor

Verdence Capital Advisors

United States, Maryland, Baltimore

About Me

As a Director and Private Wealth Advisor, Meg builds lifetime relationships with her clients, providing financial planning, investment management and estate planning services. Meg joined Verdence after 18 years at Fidelity, where she most recently served as Vice President, Financial Consultant, bringing with her a wealth of experience serving high net worth individuals, families and business owners. Her ability to thrive as part of a team does not go unnoticed, as her peers have nominated her for numerous awards for leadership and teamwork, and is proud to be able to help her clients achieve and exceed their goals.

Profile Information

Partner and Private Wealth Advisor

Verdence Capital Advisors

Investment Team

Investor

Multi-Family Office

Baltimore

Maryland

United States

Jan 15, 2025

More profiles to browse

Profile Photo
Lucas Belanger
Private Weath Advisor
LK
Leo Kelly
Founder, Partner, Chief Executive Officer
Profile Photo
Brian Grumbach
Partner, Private Wealth Advisor
MH
Megan Horneman
President Verdence Foundation and Chief Investment Officer

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University