A team approach
Our people collaborate to deliver highly personalized service to you.
CFP®, CTFA
Wealth Advisor
Wealth Advisor
CFP®, CFA, MBA
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
CFP®, MBA
Managing Partner and Wealth Advisor
Managing Partner and Wealth Advisor
Client Relationship Specialist
CFP®
Wealth Advisor
Wealth Advisor
Megana joined RegentAtlantic in 2013 with seven years of experience in the financial services industry. Megana works with her team and provides direct support to clients by handling the administration for establishing new accounts, executing account transfers, and fulfilling operational needs for clients. In addition to acting as a liaison for the Firm’s custodial relationships, Megana also provides support to the Business Owners Group. Megana graduated from Rutgers University in New Brunswick, NJ, with a BA in Economics.
