Deeply rooted in your financial goals

Megan Portacci

Senior Vice President–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.

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

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The 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.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2024The 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

Education

  • BBA in Finance, with Honors, University of Texas at Austin

Credentials

  • Private Wealth Advisor

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.

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We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

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