Megan Robertson joined Fratarcangeli Wealth Management as an intern in October of 2020. With a strong work ethic and a great ability to learn and retain information, she swiftly evolved into a new role as an Associate Relationship Manager. In this position, she established relationships with our clientele as well as built an in-depth knowledge of data analysis and research. In this role, Megan had the opportunity to work directly with the team of senior relationship managers and was a first point of contact for many of our clients. Her passion for expanding her knowledge within the industry has recently led her to her new role as the Insurance Operations Manager for the Fratarcangeli Team. Megan works hand-in-hand with our clients to analyze their current insurance policies, as well as oversee and assist clients to obtain a variety of life insurance policies including term, permanent and disability. Megan also specializes in Captives and Reinsurance. She works with our clientele who own their own businesses to help mitigate costs, ensure that they are benefitting from tax advantages and to gain more control over their coverage and claims.

In addition to her current experience, Megan has also been involved with retirement planning, with a focus on plan design, administration and providing dedicated plan resources to help ensure the needs of each plan participant was fulfilled. She graduated from Oakland University with her Bachelor of Science in Finance from Oakland University in May of 2021. While at Oakland University, Megan was accepted into an elite class called the Student Managed Investment Funds where she, alongside of 15 other students managed the $3 Million portfolio for the Kresge Foundation.

Megan was born and raised in Minnesota and enjoys spending her free time outdoors as much as possible. She loves camping, hiking, golfing, and taking her golden retriever for long walks. In the summer, she loves traveling to her home state to visit family and spend time boating on Lake Minnetonka.