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Megan D. Email & Phone Number
Wealth Planner
at
BMO Wealth Management - U.S.
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Planner
Location
Chicago, Illinois, United States
Company size
Who is Megan D.? Overview
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Quick answer
Megan D. is listed as Wealth Planner at BMO Wealth Management - U.S., a with 563 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Megan D..
Megan D. previously worked as Private Wealth Advisor at Bmo Wealth Management - U.S. and Senior Wealth Analyst at BMO Wealth Management at Bmo Wealth Management - U.S.. Megan D. holds Bachelor Of Science - Bs, Personal Finance And Spanish from University Of Wisconsin-Madison.
Company email context
Email format at BMO Wealth Management - U.S.
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BMO Wealth Management - U.S.
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Profile bio
About Megan D.
Enabling individuals to achieve their financial aspirations and pursue their dreams is my mission. As a Certified Financial Planner (CFP) professional, I harness my passion for helping others to guide them towards financial success. Let's collaborate to turn your goals into reality.
Listed skills include Leadership, Event Planning, Microsoft Office, Communication, and 4 others.
Current workplace
Megan D.'s current company
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Bmo Wealth Management - U.S.
8 roles
Megan D. work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
Senior Wealth Analyst At Bmo Wealth Management
Jan 2023 - Apr 2024
Wealth Analyst
• Maintain ~75 relationships with assets under management ranging from $1MM to $90MM by managing requests in a timely manner and consulting with internal partners to ensure we act in the clients’ best interest• Assist top wealth advisor maintain a pipeline of potential opportunities and suggest relevant educational and informational pieces to share with clients and prospects to assist in growing relationships• Educate clients on the most advantageous way to meet their financial needs and goals while being mindful of the latest tax and estate regulations that may impact their financial well-being• Train new analysts on operating procedures, 7+ software programs and planning topics
Apr 2021 - Jan 2023
Wealth Management Associate
• Improved data hygiene in collaboration with fellow associates and sales professionals by reviewing and updating client records in our CRM platform, Salesforce• Analyzed results from the wealth management net promoter score survey to assist in target setting for future surveys and developing visuals• Collaborated with various teams across the wealth management business on initiatives and projects, while gaining an understanding of the business
Jun 2020 - Apr 2021
Peer Educator
Badger$Ense Financial Life Skills Program
• Promote financial well-being by educating fellow students on various common financial topics• Engage students in conversation regarding their current financial habits and their family’s’ financial habits in order to refine and improve their financial situation and reach their goals
Sep 2019 - May 2020
Event Planning Intern (Event Services)
• Coordinate 500+ events annually for 200+ internal and external groups by organizing catering, room set-up, and AV equipment• Analyze Event Service’s budget of over $700,000 and collaborate with event coordinators to determine expenditures, discounts, and areas for improvement• Delegate tasks to event assistants when necessary to ensure events are processed in an efficient manner • Communicate with clients and colleagues on projects, event inquiries and requests to ensure that clients’ events are executed to our customer’s satisfaction
Mar 2017 - Apr 2020
Financial Analyst Intern
• Interpret financial reports from community banks to input quantitative and qualitative data into a risk rating tool to determine BMO’s risk of engaging with specific customers• Brief credit officers on financial condition of community banks by formatting numerical data into a written summary of financial highlights in order for credit officers to interpret risk and approve financial products
Jun 2019 - Aug 2019
2 education records
Megan D. education
Bachelor Of Science - Bs, Personal Finance And Spanish
University Of Wisconsin-Madison
Education record
Monona Grove High School
FAQ
Frequently asked questions about Megan D.
Quick answers generated from the profile data available on this page.
What company does Megan D. work for?
Megan D. works for BMO Wealth Management - U.S..
What is Megan D.'s role at BMO Wealth Management - U.S.?
Megan D. is listed as Wealth Planner at BMO Wealth Management - U.S..
Where is Megan D. based?
Megan D. is based in Chicago, Illinois, United States while working with BMO Wealth Management - U.S..
What companies has Megan D. worked for?
Megan D. has worked for Bmo Wealth Management - U.S., Badger$Ense Financial Life Skills Program, Wisconsin School Of Business, and Bmo Harris Bank.
How can I contact Megan D.?
You can use AeroLeads to view verified contact signals for Megan D. at BMO Wealth Management - U.S., including work email, phone, and LinkedIn data when available.
What schools did Megan D. attend?
Megan D. holds Bachelor Of Science - Bs, Personal Finance And Spanish from University Of Wisconsin-Madison.
What skills is Megan D. known for?
Megan D. is listed with skills including Leadership, Event Planning, Microsoft Office, Communication, Event Management, Communicative, Customer Service, and Spanish.
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