Megan Branch

Megan E. Branch, CFP®
Officer Financial Consultant Investment Services Group Truist Investment Services, Inc.
Lakin & Warren Financial Group of Truist Investment Services, Inc.

115 North Cameron Street

Winchester, VA 22601-4729

Megan.Branch@Truist.com

Phone 540-665-2445

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About me

Background

As a financial consultant and Certified Financial Planner, Megan is passionate about having a holistic, goals-based approach to planning and investing.  She takes pride in building lasting client relationships, understanding their unique needs, and crafting customized plans to navigate life’s financial complexities. Megan feels honored that her clients entrust her with their financial wellbeing. Her commitment to clear communication and ongoing support ensures clients feel confident and empowered about their future.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s
University of Charleston (WV) 2009

Personal Interests

Megan and her husband Jeshua were college sweethearts and have been married since 2009. They have four sweet and outgoing children in Frederick County schools, a beloved Australian Shepherd ‘Auggie’, and newly adopted ginger cat ‘Simon’. Megan is a member of the Top of Virginia Chamber of Commerce, serves in her local church, and coaches youth recreational soccer. As a family, the Branches enjoy hiking, hunting, fishing, and homesteading.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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