Megan Frye

About Megan Frye

Finances are often a source of stress and confusion, which is why I act with great intentionality to simplify complex strategies, remove the confusing financial jargon, and put action steps into simple words and phrases that people of all ages and backgrounds can understand.Thanks in large part to the rapid adoption of virtual meetings, I am able to serve clients that live all over the country. My areas of focus in retirement income planning comes alive with each client’s personalized income strategy, not a “one size fits all” approach. My passion for purposeful tax planning drives my expert advice to highly compensated executives and business owners. I love talking with my clients about their families, their hometowns, their vacations, their occupations, their career goals. My clients can focus on the important roles within their lives of being a mother, father, husband, wife, employee, business owner, son, daughter, sister, or brother because I understand - and take very seriously - that it’s my role to manage their finances exceptionally instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jun 2023 — Present · Harrisburg, PA, US

Education

• The American College of Financial Services

  Wealth management certified professional

  2020 — 2020