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Megan Wholey
Private Wealth Advisor
Professional Background
Megan Wholey is a highly accomplished Private Wealth Advisor at Robert W. Baird, where she is an integral part of The Wholey Poitras Group alongside her three partners. In this role, Megan focuses on addressing the investment and estate planning needs of individuals, families, and small business owners, ensuring that her clients receive tailored financial strategies. Under her guidance, The Wholey Poitras Group has garnered recognition for their exceptional service, having been named "Best-in-State Wealth Advisors" by Forbes on two occasions.
Megan is not only dedicated to her practice but is also actively engaged in empowering women in finance. She writes insightful articles on finance and investing for The Everygirl, a popular online publication that inspires women on various topics, including professional development and personal finance. Her commitment to educating and supporting women in wealth creation is further exemplified through her leadership of the "Women & Wealth" group, part of the women's networking collective, The Wing. Furthermore, she serves as a Director at Large for the Chicago chapter of the National Association of Women Business Owners (NAWBO), where she champions the interests and development of women entrepreneurs.
Education and Achievements
Megan's educational background is impressive and extensive. She holds a Bachelor of Arts (B.A.) degree from Marquette University in Milwaukee, WI. Following her undergraduate education, she pursued an M.B.A. from Loyola University of Chicago's esteemed Graduate School of Business, which equipped her with advanced knowledge and skills in business management and finance. Megan further enhanced her expertise by completing the Executive Education program in Certified Private Wealth Advisor (CPWA) at Yale School of Management, honing her ability to create wealth management solutions for her clients.
In addition to her formal education, Megan has studied abroad at the Universidad Complutense de Madrid, enriching her global perspective and cultural understanding. Her commitment to professional development was also reflected during her tenure as an Adjunct Professor at the Quinlan School of Business at Loyola University Chicago, where she shared her expertise with the next generation of financial professionals. Her involvement on the Affiliates Board of Start Early (formerly known as The Ounce of Prevention) since 2016 showcases her dedication to philanthropic efforts aimed at improving the lives of children and families through early childhood education and support.
Community Involvement and Recognition
Megan Wholey's impact extends beyond her professional duties, as she is deeply committed to community engagement and activism for gender equity in finance. Her efforts to close the gender investing gap resonate strongly within both her personal and professional spheres. As a thought leader in women's financial empowerment, she not only serves her clients but also inspires broader community initiatives through public speaking, writing, and leadership roles.
Her recognition as one of the "Best-in-State Wealth Advisors" by Forbes highlights her dedication to excellence in financial advising and her ability to yield significant results for her clients. Megan’s passion for serving underrepresented groups in finance is commendable and speaks volumes about her character and professional ethos.
Through her multifaceted career and community involvement, Megan Wholey exemplifies the blend of professionalism and dedication to social responsibility that defines a leader in the financial services industry. With a robust educational background and a proven track record in wealth management, she continues to inspire those around her to embrace financial literacy and advocate for equity within the investment landscape.
