Megan Merritt
Client Operations Associate
Megan joined Corporate Plans in 2015 and returned to the firm in 2025 after taking time to focus on her family. She brings a strong background in organization and communication, supported by her prior experience as an elementary school teacher. Her responsibilities include advisor and client support. Megan holds a Bachelor’s degree in Childhood Education from SUNY Cortland and a Master’s degree in Early Childhood Bilingual Education from CUNY Lehman. She is currently studying for her investment licenses. Megan lives in Lagrangeville with her two children and their dog.
Megan is a Non-registered Associate of Cetera Wealth Services, LLC, member FINRA/SIPC and is insurance-licensed in New York,