Senior Wealth Advisor
MeghanV@InnoviaWealth.com
616-410-7403
A consummate professional with over 20 years of experience in financial services, at Innovia Wealth Meghan works closely with high-net-worth families on financial planning, investment strategies, multigenerational wealth transfer, as well as estate and tax planning. One of Meghan’s strengths is building relationships with clients, helping them to understand complicated balance sheets, and developing planning strategies that allow those families to reach their short- and long-term goals.
Meghan truly appreciates Innovia Wealth’s outstanding culture—the teamwork, the spirit of generosity and giving back, as well as a real commitment to being invested in the community.
Prior to joining Innovia Wealth, Meghan spent nearly 15 years at Fifth Third Private Bank and Fifth Third Securities as a Wealth Management Advisor. She is a graduate of the University of Michigan with a BA in Psychology.
Meghan has three daughters and her husband, Phil, has two sons – they live in the Grand Rapids area. When not working, she enjoys a range of outdoor activities including biking, running, skiing, boating, and lots of family time.