Meg Connelly, CFA
Login to view DISC.Meg Connelly is the Chief Investment Officer at Visible Wealth Planning, bringing over 25 years of experience as a Chartered Financial Analyst (CFA). She specializes in investment management and holistic financial planning for women, leveraging her MBA from Emory University and expertise in asset allocation and tax strategies.
Outside of her professional life, Meg is a mother navigating life transitions, as she recently shared her experience sending her oldest son to college. In moments of change, she humorously notes that she finds comfort in using spreadsheets to process her thoughts and feelings.
Meg is also a Certified Divorce Financial Analyst (CDFA), equipping her with specialized skills to help women manage their finances through significant life events.
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Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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