Megan Wolf

Megan Wolf Email and Phone Number

Wealth Management Rotational Analyst @ Morgan Stanley
Austin, TX, US
Megan Wolf's Location
Austin, Texas, United States, United States
About Megan Wolf

Hello! My name is Megan Wolf, and I am currently pursuing a BBA in Finance with a minor in Wealth Management at the McCombs School of Business at UT Austin, planning to graduate in May 2025. I have developed a strong interest in the wealth management industry and am looking to leverage both financial analysis and relationship building in my career. In my free time, I enjoy traveling, hiking, exploring new coffee shops, and seeing live performances of any kind!

Megan Wolf's Current Company Details
Morgan Stanley

Morgan Stanley

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Wealth Management Rotational Analyst
Austin, TX, US
Megan Wolf Work Experience Details
  • Morgan Stanley
    Wealth Management Rotational Analyst
    Morgan Stanley
    Austin, Tx, Us
    View
  • Texas Mccombs School Of Business
    Assistant Program Coordinator
    Texas Mccombs School Of Business Sep 2022 - Present
    • Coordinate 10+ events with industry partners and organizations to increase student awareness of wealth management• Delegate tasks across five student workers, create meeting agendas, and lead weekly staff meetings• Hosted and marketed first Wealth Management Career Fair with 15 companies and first Wealth Management Company Visit for 10 McCombs students
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  • Austin Private Wealth
    Wealth Management Intern
    Austin Private Wealth Aug 2024 - Present
    Austin, Texas, United States
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  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley Jun 2024 - Aug 2024
    New York, United States
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  • Sfmg Wealth Advisors
    Financial Planning Intern
    Sfmg Wealth Advisors Jun 2023 - Aug 2023
    Plano, Texas, United States
    • Develop personalized financial plans and wealth management reviews for 50 high-net-worth clients using eMoney software• Collaborate with client analysts, advisors, estate attorneys, and CPAs for retirement planning and investment strategies to prepare for 10 client meetings• Research market and demographic data with intern team to present recommended adjustments to firm’s 12 financial planning assumption topics
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  • Girls Who Invest
    Girls Who Invest Oip Scholar
    Girls Who Invest Feb 2023 - Aug 2023
    • Selected for competitive 7-month program to gain understanding on the investment industry, accounting fundamentals, and financial concepts• Earning certifications from the CFA Institute, Wall Street Prep, Project Destined, Bloomberg Concepts, and Wharton Online
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  • Goldman Sachs
    Goldman Sachs Virtual Insight Series Participant
    Goldman Sachs May 2022 - Jun 2022
    • Selected from over 10,000 applicants to participate in series consisting of interactive workshops and small group discussions• Analyzed roles and divisions within Goldman Sachs and reviewed best practices for interviews and networking
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Megan Wolf Education Details

Frequently Asked Questions about Megan Wolf

What company does Megan Wolf work for?

Megan Wolf works for Morgan Stanley

What is Megan Wolf's role at the current company?

Megan Wolf's current role is Wealth Management Rotational Analyst.

What schools did Megan Wolf attend?

Megan Wolf attended Texas Mccombs School Of Business, The University Of Texas At Austin.

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