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Megan Robertson

Insurance Operations Manager

Megan Robertson joined Fratarcangeli Wealth Management as an intern in October 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. Megan
has worked directly with our team of senior associates and has acted as a first point of contact
for our clients. With her strong passion for retirement planning and education, Megan has
recently transitioned into a new role within our practice as a Retirement Services Relationship
Manager within our 401k department. Megan works hand-in-hand with our Director of
Retirement Services and assists with plan design, administration and providing dedicated plan
resources to help ensure the needs of each plan participant is fulfilled.

Megan graduated from Oakland University in May of 2021 with her Bachelor of Science in
Finance from Oakland University. During her time at Oakland University, she was accepted into
an elite class called the Student Managed Investment Funds where she, alongside 15 fellow
students managed the $3 Million Kresge Fund.

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