Megan McAtee
Lewisville,TX
Summary
Financial services professional specializing in tax strategy, retirement planning, and client relationship management. Expertise in developing comprehensive financial plans and conducting detailed analyses to drive clients' long-term success. Proven ability to maintain meticulous attention to detail and communicate effectively with clients.
Overview
3
3
years of professional experience
Work History
Financial Planning Associate
Riverchase Wealth Management
Flower Mound
05.2024 - Current
- Developed comprehensive financial plans and detailed reports outlining client financial positions and future projections.
- Conducted research and performed financial analysis to support advisor recommendations and strategies.
- Coordinated client meeting preparations, including portfolio reviews and comprehensive follow-up documentation to enhance client understanding.
- Maintained precise records of client interactions and financial data in CRM systems, ensuring seamless ongoing service.
- Prepared and filed tax returns as an enrolled agent, supporting clients' tax compliance and financial planning objectives.
Financial Planning Intern
Riverchase Wealth Management
Flower Mound
02.2024 - 05.2024
- Conducted research to inform financial planning strategies and optimize asset allocation.
- Collaborated with lead advisors and team members to enhance financial planning for high-net-worth clients.
- Collected client documentation to streamline preparation of financial plans.
- Prepared client meeting summaries to outline action items and ensure effective follow-up.
Financial Planning Intern
HFS Wealth Management
Dallas, TX
01.2023 - 08.2023
- Contributed to preparation of comprehensive financial plans for high-net-worth clients by analyzing data and organizing financial documents.
- Researched financial planning topics to inform advisor recommendations and optimize client strategies.
- Documented key action items in meeting summaries to ensure effective follow-up execution.
- Maintained accurate records through meticulous data entry and organized documentation management.
Education
Bachelor of Business Administration - Financial Planning
University of North Texas
Denton, TX05-2024
Skills
- Financial analysis
- Tax preparation
- Data analysis
- Client relationship management
- Organization
- Problem solving
- Time management
- Effective communication
Timeline
Financial Planning Associate
Riverchase Wealth Management
05.2024 - Current
Financial Planning Intern
Riverchase Wealth Management
02.2024 - 05.2024
Financial Planning Intern
HFS Wealth Management
01.2023 - 08.2023
Bachelor of Business Administration - Financial Planning
University of North Texas
Professional Licenses And Certifications
- Enrolled Agent (EA), Internal Revenue Service (12/2025)
Authorized to prepare, file, and represent individuals and businesses in federal tax matters. - Texas General Lines Agent – Life, Accident, Health & HMO (12/2025)
Licensed in insurance policy structures, underwriting, and risk-based planning strategies. License #3312238 - eMoney Advisor Certification (12/2024)
Experienced in financial plan construction, scenario analysis, and client presentation support - Microsoft Excel Certification (12/2024)
Proficient in spreadsheet modeling, data analysis, pivot tables, VLOOKUP, and conditional formatting