- Mark E. Amberg
- Matthew Andrulot
- Reid Barger
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Brad Coppel
- Alexis Corbitt-Fennekohl
- Kevin Cuff
- Jason Edelson
- Brian J. Grumbach
- Emily Hogan
- Charles S. Holt
- Megan Horneman
- Susan Insley
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Annie McCann
- Nancy McColgan
- Billy McMullen
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Spencer Patton
- Matthew Pietzak
- Avery A. Prkna
- John Ramos
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Gennadiy Todd
- Michele Welsh
- Kelly Wright
- Andrew 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 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”