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portrait of Megan J Bennett
FINANCIAL ADVISOR

Megan J Bennett

CFP®, AAMS™
12523 South Creek Meadow Road, Suite 101, Riverton, UT 84065opens in a new window
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About Megan

My favorite children's book is "Oh, the Places You'll Go!" by Dr. Suess. I keep a copy in my office because it reminds me of the work I do; discovering where my clients want to go and creating a strategy to get there successfully.

My own life experiences have taught me that it doesn't matter where you came from, it is up to you to decide your own path. But I believe the journey is easier with two key things: a strategy in place and a partner by your side.

My practice builds partnerships with clients that help them move...

Focus Areas

  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Intergenerational Planning
  • LGBTQ+ Finances
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of UtahBachelor of Science

Personal Interests

  • Home Improvement
  • Pets
  • Personal Fitness
  • Reading
  • Social Responsibility

Team Members

  • Jessica Royce
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Phone

(801) 601-1110

Fax

(888) 664-3275

Office Address

12523 South Creek Meadow Road
Suite 101
Riverton, UT 84065opens in a new window

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