Meghan Schlegel
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Meghan Schlegel is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on understanding clients' most important life goals and developing personalized plans to help them work towards achieving those goals. Meghan identifies potential strategies to ensure clients are on a unique path toward financial success.
Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, an Institutional Consultant at Morgan Stanley-Graystone Consulting in 2022, and a Wealth Advisor Associate at Morgan Stanley from 2020 to 2022. Meghan holds a California Insurance License.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2022 - Present (4 years)
Morgan Stanley Smith Barney LLC
2020 - 2022 (2 years)
The Dam Bar and Grill
2018 - 2020 (2 years)
Nobel House
2016 - 2018 (2 years)
The Beehive Tavern
2009 - 2016 (7 years)
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