Megan Flynn, CFA®

Portfolio Manager

Megan Flynn is a Portfolio Manager at Retirement Income Solutions where she and other advisors manage the firm’s $2B assets under management and help 1,200 families prepare for and financially manage through retirement. She believes in the power of active listening, and works with her clients to make their dream retirements a reality.

Megan grew up on Long Island and, before settling in Ann Arbor, lived and worked in London and New York City.  Outside of work, she leads a Cycle for Survival team to raise money for rare cancer research.  She also enjoys travelling, exploring Ann Arbor with her partner, Mike, and dog, Molly, and spending time with friends and family.  She has a great appreciation for art, food, a good book, and all home renovation shows.

Education

Marist College

BS, Finance and International Marketing

Charterholder

CFA

Community Involvement

A2Y Leadership Class of 2020

Cycle for Survival

Team Captain, NYC (2013 – 2019)

Cycle for Survival

Team Captain, Bloomfield Hills (2019 – present)

Ellevate Network for Professional Women

Member (2018 – present)

Washtenaw Estate Planning Council (2019 – present)

Experience

2011 – 2019

Vice President & Wealth Manager

First Republic Bank

2010 – 2011

Investment Administrator

Deutsche Bank

2009 – 2010

NexClear Program Analyst

Deutsche Bank

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