Meg Connelly, CFA
Critic · DISC type CMeg 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.
Read the full overview →How Meg shows up
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.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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