Megan Heffron, Vice President, Wealth Advisor on Influential Women

Influential Woman · Certified Financial Planning

Megan Heffron

Vice President, Wealth Advisor, Bernstein Private Wealth Management

Tampa, FL

2026Years experience
1Award received

Certifications · Degrees · Memberships

Degree University of Tampa (Business Management and Finance degrees Degree Volleyball) Degree University of Florida (Family and Financial Planning Certificate) Cert Certified Financial Planner Cert Series 7 66 licenses Cert Family and Financial Planning Certificate from University of Florida Member University of Tampa Alumni Board Member University of Tampa Board of Counselors Member Community Outreach Chair for Women in Insurance and Finance Member Chair of the Financial Executive Networking Group in Tampa Member Leadership Tampa Bay 2026 class Member Board of Women in Business Member Tampa Bay Chamber

Her Story

About Megan

I am a wealth management professional with over six years of experience helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. I currently serve as Vice President and Wealth Advisor at Bernstein Private Wealth Management, a role I have held since May 2024, where I partner with clients to develop tailored wealth strategies that align with their values, goals, and legacy aspirations.

Prior to joining Bernstein, I spent over six years as a Senior Financial Advisor at Merrill Lynch Wealth Management, where I built and managed client relationships, developed customized financial plans, and guided clients through complex financial decisions with clarity and confidence.

Across my career in wealth management, my work has been driven by a commitment to understanding each client's unique circumstances, building trust through transparent communication, and delivering strategies that help clients preserve and grow their wealth across generations. Whether I am advising on investment portfolios, estate planning, or philanthropic giving, I bring a client-centered approach, deep industry expertise, and a dedication to helping my clients achieve peace of mind and financial security. I am proud of the work I have done throughout my career and excited to continue serving clients at Bernstein Private Wealth Management.

Her Interview

Ten minutes with Megan

01What advice would you give to young women entering your industry?

Believe in themselves and advocate for themselves along the way.

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