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$6 trn
UBS Group invested assets
As of 12/31/2024
Serving institutions and individuals with the experience and care that complex wealth deserves.
As a Private Wealth Advisor, I am focused on the needs of ultra-high-net-worth families, CEO founders, entrepreneurs, family business owners. PE partners, and executives. Offering holistic financial planning, private investments, tax and estate strategies, trust services, and exit planning, my goal is to help you manage your financial landscape thoughtfully.
Managing Director–Wealth Management
Private Wealth Advisor
With a consultative approach, Megan provides investment planning and comprehensive wealth management services to professionals and families. She is a founding member of Highbridge Wealth Management, a seven-member multi-generational team. Megan and her partners currently customize advice and solutions to manage and allocate approximately $1.6 billion in capital globally.
Prior to joining UBS, Megan spent over ten years on Wall Street. She launched her career as an investment banker in J.P. Morgan’s global investment bank. Later, she led Investor Relations for a publicly traded financial services company. With a background steeped in diverse markets across multiple asset classes, she recognizes the importance of capital preservation and downside risk reduction.
Education
Megan earned her Bachelor’s degree in Finance from the University of Texas at Austin where she was a member of the Women’s Rowing team.
Outside of UBS
Megan and her husband, Adam, live in Dallas with their daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Private Wealth Advisor
With a consultative approach, Megan provides investment planning and comprehensive wealth management services to professionals and families. She is a founding member of Highbridge Wealth Management, a seven-member multi-generational team. Megan and her partners currently customize advice and solutions to manage and allocate approximately $1.6 billion in capital globally.
Prior to joining UBS, Megan spent over ten years on Wall Street. She launched her career as an investment banker in J.P. Morgan’s global investment bank. Later, she led Investor Relations for a publicly traded financial services company. With a background steeped in diverse markets across multiple asset classes, she recognizes the importance of capital preservation and downside risk reduction.
Education
Megan earned her Bachelor’s degree in Finance from the University of Texas at Austin where she was a member of the Women’s Rowing team.
Outside of UBS
Megan and her husband, Adam, live in Dallas with their daughters.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Backed by the global resources of UBS, Megan serves individuals and successful families. She brings clients comprehensive wealth planning, investment management, and family office services that help them achieve peace of mind for generations. Megan’s background is institutional and she prides herself on bringing a sophisticated perspective to clients' most complex financial challenges. She helps them make informed investment decisions within the context of comprehensive, multi-generational wealth management strategies.
Reinvent the way you experience wealth with a team built for flexibility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
At the heart of Highbridge Wealth Management is a longstanding commitment to helping our clients generate, maximize and protect their private wealth. We bring expertise, strategic thinking, and best practices to help you understand and plan for a successful sale.
The report provides insights that are crucial, especially in an era marked by rapid economic shifts and unprecedented market developments, to understand how wealth is created and distributed in the US and globally. The latest report provides a detailed view of wealth in over 50 key markets across the globe, with additional deep dives into wealth topics for some of our key markets
The future of wealth is increasingly female. And that future is closer than ever. Learn how women inheritors can better navigate their "great wealth transfer."
