Industry: Social Services

Megan Kristine Merriam of Ameriprise Financial Services operates within the social services sector by providing personalized financial guidance to individuals navigating life transitions that impact financial and emotional well-being. As part of Teal Wealth Management, she offers tailored financial advice grounded in empathy and long-term relationship-building—particularly supporting clients through major life changes such as divorce, retirement, or the loss of a loved one. Her role serves a vital social service function by helping individuals and families gain confidence in their future financial security, thereby reducing uncertainty and stress.

With a human-centric approach, Megan prioritizes understanding the full scope of a client’s goals, values, and concerns, ensuring that financial strategies are both responsible and compassionate. She works collaboratively with clients to develop customized financial plans that integrate budgeting, retirement planning, education funding, and wealth preservation. Additionally, her affiliation with Ameriprise provides a trusted platform and access to a wide network of holistic financial resources and tools. Her services contribute to broader social outcomes, such as promoting financial literacy and empowering communities to make informed decisions. Through ongoing support, Megan helps clients adapt to changing circumstances while staying aligned with their personal goals.

Key Services:

– Personalized financial planning for life transitions (divorce, retirement, loss of a loved one)
– Holistic financial advice aligned with client values and long-term goals
– Budgeting, cash flow analysis, and debt management strategies
– Retirement income planning and social security optimization
– Education and college savings strategies
– Risk management and insurance planning
– Estate and legacy planning guidance
– Emotional support and financial empowerment during life changes
– Access to Ameriprise Financial’s extensive resources and planning tools