Megan Breneman

Q: What is Megan Breneman email address?

Email Megan Breneman at megan.breneman@wellsfargoadvisors.com. This email is the most updated Megan Breneman email found in 2026.

Q: How to contact Megan Breneman?

To contact Megan Breneman send an email to megan.breneman@wellsfargoadvisors.com. If you want to call Megan Breneman try calling on +14435534532. (updated on September 13, 2024)

First Vice President - Investment Officer at Wells Fargo Advisors | Washington DC-Baltimore Area

About Megan Breneman

Megan Breneman serves as a First Vice President and Investment Officer at Wells Fargo Advisors, where she leverages her extensive expertise in comprehensive wealth management to deliver tailored financial strategies for her clients. With a focus on building, managing, protecting, and transitioning wealth, Megan is dedicated to providing a holistic approach that encompasses investments, liability management, insurance, and estate planning. Her role involves not only crafting personalized investment strategies but also ensuring that families are safeguarded through innovative insurance solutions, including long-term care and life insurance.

Megan's proficiency in retirement planning is a cornerstone of her practice, as she guides clients through the complexities of IRA planning, 401(k) strategies, and employer retirement planning. She understands that each client's financial journey is unique, and she takes pride in developing customized plans that align with their specific goals and aspirations. Her commitment to estate investment planning further underscores her dedication to helping clients navigate the intricacies of wealth transition, ensuring that their legacies are preserved for future generations.

Currently, Megan is spearheading several key projects aimed at enhancing client engagement and education around financial literacy. By conducting workshops and one-on-one consultations, she empowers clients to make informed decisions about their financial futures. Her ability to analyze investment opportunities and provide strategic insights positions her as a trusted advisor in the financial services industry. With a blend of analytical acumen and a client-centric approach, Megan Breneman continues to make a significant impact at Wells Fargo Advisors, helping her clients achieve their financial dreams while safeguarding their legacies.

Megan Breneman Work

First Vice President - Investment Officer at Wells Fargo Advisors in June 2016 to Present

Financial Consultant at M&T Bank in June 1999 to June 2016

PN3 at US Navy in October 1996 to June 1999

Megan Breneman Skills

Retirement Planning

Insurance

Long-term Care

About Megan Breneman's Current Company

Wells Fargo Advisors

Discover more about Wells Fargo Advisors

Frequently Asked Questions about Megan Breneman

What is Megan Breneman email address?

Email Megan Breneman at [email protected]. This email is the most updated Megan Breneman email found in 2026.

What is Megan Breneman phone number?

Megan Breneman phone number is +14435534532.

How to contact Megan Breneman?

To contact Megan Breneman send an email to [email protected]. If you want to call Megan Breneman try calling on +14435534532. (updated on September 13, 2024)

What company does Megan Breneman work for?

Megan Breneman works for Wells Fargo Advisors

What is Megan Breneman's role at Wells Fargo Advisors?

Megan Breneman is First Vice President - Investment Officer

What industry does Megan Breneman work in?

Megan Breneman works in the Financial Services industry.