Meet Our Wealth Advisors

Anne Megerle, CFP®, CEPA, CDFA

Vice President/Wealth Advisor

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At Lenox, we make it our focus to engage and serve a highly robust and diverse clientele –– men and women of all ages, young couples just starting out to those with growing families, young entrepreneurs to established business professionals, leaders of start-ups to longstanding founders exploring succession planning, divorcees, retirees, family legacies, and others.  When we say that “we start with you, not your portfolio” to FUND A LIFE YOU LOVE®, we mean it.  Every client is important and valued.

 

With clients representing this broad brushstroke of society, our services and interests must do the same. You can be assured that we have on staff the wealth advisors and fiduciary financial planners with the e knowledge and heartfelt interest to help you with your financial services needs wherever you are in life –– wealth creation, wealth management, wealth impact. 

 

Meet Anne Lame Megerle, CFP®, CEPA, CDFA

Let us introduce you to Anne Megerle, Lenox VP and Wealth Advisor who exemplifies the vast talents our clients often need.   Anne is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA) and Certified Divorce Financial Analyst CDFA).

 

In her own words...

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.

 

Best advice I ever was 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.

 

Background

A principal at Lenox, Anne’s focus is serving as a Wealth Advisor to clients young and old. 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. She is a dedicated and thoughtful advisor for both finances and 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. 

 

Want to discuss your financial services needs with Anne?  Contact her at 513.618-7080, or email anne.megerle@lenoxwealth.com

 

 

At Lenox, we work with families to help guide them in every aspect of their financial life –– from generational planning and finances, to setting financial priorities, to eliminating debt, establishing budgets, career planning and coaching, funding education, retirement planning, and working through financial hurdles –– the entire realm of wealth creation, wealth building, and wealth management.  In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.

 

If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.

 

Past Performance is not indicative of future results.

 

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.