Ann B. Megan, QKA, CFP®
Retirement Plan Consultant | Investment Advisor
Ann joined Cleveland Hauswirth with over 20 years of experience in the qualified plan industry. From 2003-2014 she held multiple roles with BMO Retirement Services, most recently as Vice President and Internal Sales Team Manager, where she was instrumental in working with outside registered investment advisors and supporting the national sales effort.
Prior to joining BMO in 2003, Ann served as a Retirement Plan Consultant, Transition Project Manager and Relationship Manager with Wells Fargo Retirement Plan Services, Inc. and Emjay Corporation.
One of Ann's hobbies is ballroom dancing - maybe she'll be the next Dancing with the Stars contestant. During vacations, she prefers warm weather, sandy beaches and tropical sunlight. Ann is also a dog lover.
She holds a BBA in Economics from the University of Wisconsin-Eau Claire (Cum Laude). Additionally, Ann holds the QKA Designation, FINRA Licenses Series 6 & 63, Registered Investment Adviser Representative Series 65 and is a member of the Wisconsin Retirement Planning Professionals, Ltd. In 2019, Ann earned the CFP designation.