Megan Marotta Russell is the Chief Operating Officer and an Investment Committee member for Marotta Wealth Management.
As Chief Operating Officer, Megan’s work alternates between high-level processes and day-to-day details. She is the primary designer of our internal workflows, oversees the technical side of Marotta Wealth Management as our head programmer, and is a regular contributor to our Marotta On Money articles. Her writings have been featured and quoted in several publications across the country.
She has specialized in almost every service at the firm and is the head of Marotta Wealth Management’s research and development. Right now, she is our lead tax specialist and is responsible for our customized Roth conversion recommendations.
Megan has worked with Marotta Wealth Management most of her life. After several summers of volunteer work, she officially began working for the firm part-time in 2005. After seven years of consulting and design work, she came on staff full time in 2012.
Megan holds a B.A. in Cognitive Science from the University of Virginia and lives in Charlottesville with her husband and daughter. When she isn’t working, Megan is a collector of games. Some favorites include Pathfinder, Forbidden Desert, Ghooost!, Tokaido, Disney Villainous, and Tajemnicze Domostwo.
If you are interested in requesting articles for publication from Megan, you can fill out our Contact Form with the details.
Credentials & Memberships
CERTIFIED FINANCIAL PLANNER™
The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.
For more information about this designation, see the CFP Board website.
Accredited Portfolio Management Advisor℠
The APMA® program is a graduate-level designation program that provides hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including determining sell, hold, and buy decisions within a client’s portfolio.
For more information about this designation, see the College for Financial Planning website.
NAPFA-Registered Financial Advisor
This membership represents the highest standard of fiduciary duty in the financial services industry.
For more information about this membership, see the National Association of Personal Financial Advisors.
Specialties
Latest Articles
How to Update Tax Withholding at Schwab
The steps to declare your tax withholding elections are fairly simple to accomplish online.
How To Distribute from A College America 529 Plan to an Account Owner
You can distribute any amount of money to the account owner for any reason, but only distributions which are reimbursing for qualified education expenses are tax and penalty free.
How To Distribute from A College America 529 Plan to a Designated Beneficiary
You can distribute any amount of money to the designated beneficiary for any reason, but only distributions which are reimbursing for qualified education expenses are tax and penalty free.
Recent Best of Articles
How to Calculate Your Own Safe Spending Rate
We have attempted in this article to provide generic guidance on the topic of calculating your own safe spending rate.
How to See Your Schwab RMD Online (2024 Update)
On June 2024, Schwab provided an update about viewing and taking your RMD on Schwab.com.