Megan Brozowski, CFP®, CDFA
Designations and Licenses
Megan is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™.
Experience and Education
Megan specializes in providing comprehensive advice to individuals and families that incorporates integrated financial planning and investment strategies aimed at growing and protecting wealth. While she works with a full range of client needs, Megan has a particular interest in helping women through life transitions, such as the death of a family member or a divorce.
She has worked in the financial services industry since 1999. Prior to joining Mariner Wealth Advisors, she held positions at PNC Wealth Management, RegentAtlantic, Jamison, Eaton and Wood and Scudder Kemper.
Megan has a bachelor’s degree in economics from St. Lawrence University.
Working Mother magazine and Shook Research ranked Megan #138 in 2020 and #380 in 2021 out of 500 on the Top Wealth Advisor Moms List.
Megan is Emeritus Trustee of Kent Place School and manager of N.J. Colonials boy’s ice hockey team.
For the Top Advisors Mom List, SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com. The award is not indicative of future performance and there is no guarantee of future investment success.