- Matthew Andrulot
- Reid Barger
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Alexis Corbitt-Fennekohl
- Kevin Cuff
- Jason Edelson
- Courtney Graditor
- Brian J. Grumbach
- Emily Hogan
- Charles S. Holt
- Megan Horneman
- Susan Insley
- Edward Karppi
- Kathryn Kelly
- Leo J. Kelly III
- Kai Kressman
- Noel LaMontagne
- Annie McCann
- Nancy McColgan
- Billy McMullen
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Spencer Patton
- Avery A. Prkna
- Richard M. Rosa
- Brian Sabo
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Gennadiy Todd
- Michele Welsh
- Kelly Wright
Meg Sheil-Puopolo
Director, Private Wealth Advisor
Excellence in Action, People’s Choice Awards
Consistent leader in Net Promoter Score client satisfaction surveys
As a Director and Private Wealth Advisor, Meg builds lifetime relationships with her clients, providing financial planning, investment management and estate planning services. Meg joined Verdence after 18 years at Fidelity, where she most recently served as Vice President, Financial Consultant, bringing with her a wealth of experience serving high net worth individuals, families and business owners. Her ability to thrive as part of a team does not go unnoticed, as she has been nominated by her peers for numerous awards for leadership and teamwork, and is proud to be able to help her clients achieve and exceed their goals.
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 invite:
“Janet Yellen, Warren Buffett, Amelia Earhart, and Mother Teresa.”
If I were stranded in the desert, what 3 things would 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.”
3 words that describe Meg:
“Honest; Altruistic; Loyal”
