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Megan Kelly

Wealth Management Associate

Fifth Set Private Wealth Management

United States, New York, Shoreham

About Me

Megan Kelly is a wealth management associate at Fifth Set Private Wealth Management. Megan joined Fifth Set in 2022 from Vanguard where she worked as an investment specialist. At Vanguard, she helped clients understand Vanguard’s investment options and collaborated with them so they could invest with confidence. She also assisted clients to better understand their existing portfolios and the overall capital markets. Prior to Vanguard, Megan worked for a private wealth management firm where she gained knowledge about tax issues and financial planning. During this time, Megan’s true passion for financial planning formed. In 2020, Megan graduated from Kutztown University in Pennsylvania wher

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Profile Information

Wealth Management Associate

Fifth Set Private Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Shoreham

New York

United States

Sep 16, 2024

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