Meg Connelly, CFA

Critic
DISC Type : C

Chief Investment Officer at Visible Wealth Planning

Charlottesville, Virginia, United States

Overview

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.

Personality Overview

Information Seeker

ROI Driven

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Women's Financial Empowerment
Her firm's core mission is to empower women to take charge of their financial futures, a primary reason she joined Visible Wealth Planning.
Investment Strategy
As a CFA and CIO with over two decades of experience, she has deep expertise in security selection, portfolio management, and due diligence.
Navigating Life Transitions
As a Certified Divorce Financial Analyst (CDFA), her work focuses on helping women through diverse life stages, including retirement, elder care, and education planning.

Media Appearances

Meg has no verified media appearances

Work History

5-2025
Chief Investment Officer at Visible Wealth Planning
12-2007 - 1-2022
Director of Research, Senior Investment Analyst at Teachers Retirement System of Georgia (State of Georgia)
6-1999 - 11-2007
Multiple at ING Investment Management
6-1995 - 3-1998
Associate Analyst Equity Research at SunTrust Robinson Humphrey

Education

1991 - 1995
Bachelor of Science - BS from Wake Forest University
1998 - 1999
MBA from Emory University - Goizueta Business School

More Information

Social Presence :

Prographics :

Exp : 26 Location : Charlottesville, Virginia, United States Job Level : Leadership Designation : Chief Investment Officer at Visible Wealth Planning
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Insights For Selling To Meg

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Meg is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Meg

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Meg move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Meg take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Meg

Personality Compatibility


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