Meg Sheil-Puopolo, Director and Private Wealth Advisor

As a Partner and Private Wealth Advisor at Verdence, Meg is committed to helping clients define and achieve their financial goals. With two decades of experience at Fidelity, most recently as Vice President and Financial Consultant, Meg brings experience serving high-net-worth individuals, families, and business owners.

Meg builds lifetime relationships with her clients, providing tailored financial planning and wealth management. She takes the time to understand each client’s unique needs and aspirations, creating personalized strategies to help them confidently navigate the complexities of wealth management.

Get to know Meg!

If I were not a financial advisor, I would be:

“An owner of a charter boat club in the Caribbean.”

If I could invite anyone, living or dead, for dinner, I would ask:

“Janet Yellen, Warren Buffett, Amelia Earhart, and Mother Teresa.”

If I were stranded in the desert, the three things I would want to have:

“An unlimited supply of books, my family, and a private jet on the ready for whenever we wanted to leave.”

News story headline about my life:

“She made a difference in the lives of many.”

Three words that describe Meg:

“Honest; Altruistic; Loyal”