Meg Connelly
Chief Investment Officer
- Role
- Chief Investment Officer at Visible Wealth Planning
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Meg Connelly
I am the Chief Investment Officer of Visible Wealth Planning, a firm providing tailored financial solutions for women navigating diverse life stages. Our mission is to empower clients through personalized estate, tax, and retirement planning, combining technical expertise with a holistic approach. As a Chartered Financial Analyst (CFA) with more than 25 years of experience, I bring disciplined analysis of investment options and thoughtful, clear decision-making to every client relationship. At Visible Wealth Planning, we focus on comprehensive financial planning, incorporating competencies in asset allocation and asset protection. By addressing elder care assistance, education planning, and tax strategies, we aim to create multi-dimensional solutions that address the unique challenges faced by our clients. These efforts are supported by certifications and a dedication to delivering impactful, client-centered services.
Experience
Chief Investment Officer
May 2025 — Present
Education
Emory University - Goizueta Business School
MBA, Finance
1998 — 1999
Wake Forest University
Bachelor of Science - BS, Business Administration and Management, General
1991 — 1995
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