Meg Sheil-Puopolo

As a Partner and Private Wealth Advisor, Meg is committed to helping clients define and achieve their financial goals. She brings sophistication and experience serving high-net-worth individuals, families, and business owners, and 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.

Prior to Verdence, Meg spent two decades at Fidelity, leaving as a Vice President Financial Consultant. She also serves on the board of the Verdence Foundation where she helps direct the charitable endeavors and events for the firm.

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”