She enjoys building long-term relationships with clients and their family members as she guides them through the wealth management process. She also focuses on the design and implementation of retirement plan services, and provides access to the investment insights of Merrill to address all aspects of clients’ financial lives. Megan conducts portfolio reviews, oversees investment proposal and strategy implementation, assists with investment analysis and coordinates intergenerational planning. In 2007, she received her Chartered Retirement Planning Counselor SM designation, and in 2018 obtained the Certified Plan Fiduciary Advisor designation. She holds FINRA Series 66 and Series 7 registrations and is licensed as an agent for Life, Accident and Health Insurance. Megan began her career at Merrill in 1995. They are avid equestrians, downhill skiers and hikers. Johanna and her husband, Brian Sweeney, live in Blue Bell, PA. She supports Wissahickon Trails in their mission for improved water quality, environmental education and land conservation. In addition to her work at Merrill, Johanna currently serves as a Board Member of Women’s Animal Center, America’s first animal shelter. She is a CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc., and she has also completed the Chartered Life Underwriter® designation through the American College, and the Certified Plan Fiduciary Advisor designation through the National Association of Plan Advisors (NAPA). She holds the Series 7 and Series 66 FINRA registrations, and is licensed as an agent for life, accident, and health insurance. Johanna graduated magna cum Laude from Temple University, majoring in finance and business law. She focuses on guiding individuals and families in making informed decisions by offering investment analysis, wealth management strategies and estate planning services. Johanna has worked in the finance industry since she joined Merrill in 1998, and she draws on that experience in serving C-suite executives, highly successful entrepreneurs and multigenerational families.

Hindsight by Sarah Belle