FUND A LIFE YOU LOVE

Anne Lame Megerle, CFP

Vice President / Wealth Advisor

amegerle@lenoxwealth.com

 

Kolbe Score

7 4 7 2

 

Top 5 StrengthsFinders  

  • Context
  • Input
  • Ideation
  • Strategic
  • Learner

What three words best describe you?

  • Innovative
  • Detailed
  • Empowering

 

What I like best about my role at Lenox.

I love to make people’s lives better. My job is a blast because it allows me to work with people and find ways to solve their problems.

 

Special Certifications

  • Certification in Financial Planning (CFP)

 

Best advice I was ever given

Find something you love to do and then it never feels like a job.

 

What does “Fund a Life You Love” mean to you?

It’s all about empowerment. I have seen people who try to have their financial lives separate from their real lives and they miss opportunities –- to travel, to make meaningful gifts to charity, to buy a second home, to help their kids or grandkids. I love looking at something that someone doesn’t believe they can do and helping translate the dream into reality. It’s our job to help our clients understand the trade-offs and make their lives better and more impactful. I am great at managing details and offering creative solutions.

 

We have the great opportunity to guide people to the decisions and steps that leave them confident in knowing that with their financial life well planned, they can live the life they love.

 

Biography

 

A principal at Lenox, Anne’s focus is serving as a Wealth Advisor to high net worth clients. Not one to be satisfied with “what is”, Anne’s role allows her to apply her inherent creative vision, strategic planning and solid investment skills to each client’s financial well-being, constantly challenging herself and her team to deliver the forward thinking ideas and watchful eye Lenox clients deserve. Her dedicated and thoughtful approach makes her a trusted advisor in both finances and in life.

Anne joined Lenox in 2007, first as Operations Manager during which she helped implement many of the firm’s key systems before transitioning to a Senior Analyst in 2010. She received her Certification in Financial Planning in 2011.

Prior to Lenox, Anne was a Senior Purchasing Manager at P&G, working as part of a bid team that consolidated display and contract manufacturing suppliers for P&G and Gillette and whose work was recognized with an award for Purchases Excellence. 

Anne is a Cincinnati native and an Ursuline Academy graduate. She graduated from the Farmer College of Business at Miami University with a Bachelor of Science in Economics in 2004. Anne was recognized as a YWCA Rising Star in 2012. She graduated from the YWCA’s Rising Stars Board Leadership Program in 2013 and today serves on the board for the local YWCA.

Anne and her husband Steven live in North Avondale where they are rehabbing and restoring a historic home in their free time.