Let's move forward. Together.

Megan Portacci

Financial Advisor

Megan’s investment banking background and experience leading Investor Relations for a publicly traded company laid the foundation for her role as a trusted advisor. With a personal touch and calm manner, Megan understands the complex financial needs of successful professionals and families. 

Experience
• Prior to joining UBS, Megan was Vice President of Investor Relations for a Dallas-based publicly traded company
• Investment banking analyst at J.P. Morgan where she advised on mergers and acquisitions and public and private financing transactions across consumer and retail industries

Education
• Graduated with Honors from the University of Texas at Austin with a B.B.A. in Finance

Personal
• Megan and her husband, Adam, live in Dallas with their daughters Penelope & Samantha 

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • KS
  • LA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • BBA in Finance, University of Texas at Austin

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Business succession
Family Offices
Corporate executives
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0346

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mother measuring height

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Wealth, from your point of view

Business transition and succession planning

Business transition and succession planning

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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