Megan McCarthy-Cline

Financial Advisor serving the Janesville, WI area | Financial Strategies | Retirement | Insurance | Estate Consideration

Role
Financial Advisor at Edward Jones
Location
Beloit, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Megan McCarthy-Cline

As an Edward Jones financial advisor, I believe it’s important to invest my time to better understand what you’re working toward before you invest your money. Put simply, I want to know what is important to you. Working closely with you, I can help determine the most appropriate financial strategy for you and your family to help you achieve your dreams. We accomplish this by using an established process to build a personalized strategy that will help achieve what\'s most important to you.I am so grateful to have my roots run deep in Janesville, WI. I was born and raised here and am excited to raise my young family in the area. My husband, Jesse, and I have been married since 2014 and have one son, Jack. I\'ve always loved helping people work towards their dreams which is why working at Edward Jones is a perfect fit for me.Edward Jones has equipped me with the opportunity to serve others. I am here to serve serious long term investors by tailoring an individual plan to help my clients achieve their financial goals. At Edward Jones, we’re focused on you so please let me know how I can instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    May 2020 — Present · Janesville, WI, US

Education

  • University of Wisconsin-Whitewater

    Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

    2004 — 2008

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Megan McCarthy-Cline — Financial Advisor at Edward Jones in Beloit, WI, US | Unifers