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Anne Megerle, CFP®

Anne megerle, cfp®

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location of Anne Megerle, CFP®Cincinnati, Ohio, United States
Phone number of Anne Megerle, CFP®+91 xxxx xxxxx
Followers of Anne Megerle, CFP®1000 followers

  • Timeline

    Dec 2004 - Aug 2007

    Senior Purchasing Manager

    Procter and Gamble
    Aug 2007 - Jul 2020

    Senior Vice President

    Lenox Wealth Management
    Current Company
    Aug 2020 - now

    Partner/Private Wealth Manager

    Creative Planning

  • About me

    Partner/Private Wealth Manager at Creative Planning Inc.

  • Education

    • Miami university

      2001 - 2004
      B.s. in business economics, finance, political science

    • Georgetown university

      2004 - 2004
      The fund for american studies, engalitcheff institute on comparative political and economic systems

    • Xavier university leadership center

      2008 - 2008
      Executive certificate in financial planning

    • Ursuline academy

      1997 - 2001

  • Experience

    • Procter and gamble

      Dec 2004 - Aug 2007
      Senior purchasing manager

      MDO Product Supply, Customization & Displays 2004-2007

    • Lenox wealth management

      Aug 2007 - Jul 2020
      Senior vice president

    • Creative planning

      Aug 2020 - now
      Partner/private wealth manager

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Anne Megerle, CFP®
      YWCA Rising Star YWCA Oct 2012 YWCA Rising Stars are a dynamic group of younger professional women nominated by members of the YWCA Academy of Career Women of Achievement to participate in a program designed to provide unique networking, mentoring, and educational opportunities.

  • Volunteer Experience

    • Board Member, Chair of Finance and Investment Committees

      Issued by YWCA Greater Cincinnati on Jun 2016
      YWCA Greater CincinnatiAssociated with Anne Megerle, CFP®

    • Commissioner

      Issued by Hamilton County Commission on Women and Girls on Dec 2017
      Hamilton County Commission on Women and GirlsAssociated with Anne Megerle, CFP®