Meg Sheil-Puopolo

Director, Private Wealth Advisor

Multiple peer-nominated leadership and teamwork awards
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 her peers have nominated her 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 ask:

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

If I were stranded in the desert, what three 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.”

Three words that describe Meg:

“Honest; Altruistic; Loyal”