In this episode of the Simply Business podcast, we sit down with Megan Williams, the COO of Meritrust Wealth Management, who shares her inspiring journey through the ever-evolving landscape of financial services. From her unexpected start at Vanguard Group to spearheading innovative projects in financial technology, Megan discusses the pivotal moments that shaped her career and led her to her current role at a dynamic new firm.

Megan offers a rare glimpse into the challenges and triumphs of leaving a large, established CPA firm to uphold the integrity and independence of her current team at Meritrust. She delves into the motivations behind this bold move, emphasizing the importance of aligning with core values and the desire to maintain client-first service amidst the pressures of potential corporate mergers.

Throughout the interview, Megan’s passion for leadership and her embrace of change shine through. She candidly shares the difficulties of navigating a company through significant transitions, the strategic decisions involved, and the personal growth that comes from stepping into the unknown. Her story is a testament to the power of confident leadership and the importance of adaptability in today’s fast-paced business environment.

Listeners will find valuable insights on the intersection of technology and personalized financial advice, and how these elements are reshaping the industry. Megan’s experiences also highlight the crucial role of team dynamics and client relationships in the success of a financial services firm.

Join us for an enlightening discussion that not only charts the path of a financial leader but also provides actionable advice for professionals at any stage of their careers. Whether you’re a seasoned executive or a budding entrepreneur, Megan’s journey offers profound lessons on courage, change, and the relentless pursuit of one’s professional ethos.