Megan Trask, certified financial planner, is a partner and managing advisor with Connecticut Wealth Management.
She has been a major contributor to the development of the firm’s investment approach, which helps clients align their financial goals with their portfolios. Trask currently manages the largest portion of the firm’s client assets.
She oversees the firm’s retirement plans and participant education programs and is passionate about philanthropic planning, financial literacy with second-generation clients, and socially responsible investing.
What have been your biggest professional accomplishments so far?
Given my comfort and expertise with complexity, I oversee the largest group of clients at the firm, managing over $700 million of investment assets. Earning trust from these individuals and families to help them make some of life’s biggest decisions is the most rewarding part of the work.
I have developed relationships with exclusive private equity managers to bring unique investment opportunities to clients.
What’s the next big goal you want to accomplish professionally?
Helping the next generation of advisors develop to further their careers and allow the firm to continue to grow is a focus for me. I am also excited to continue to curate new and elevated services for our most complex and business-owner clients.
What’s one of the biggest professional challenges you’ve overcome?
Looking back, the period with five to 10 years of work experience was a more challenging time when you have enough experience to start to have serious responsibility, yet you still lack some of the hands-on experience that peers may have.
I’ve been incredibly fortunate to grow my career in environments where there was plenty of support to weather through those experiences though.
How are you involved in the community?
I serve on the investment committee for the Village for Families & Children. I also volunteer with Healing Meals, which has been an organization near and dear to my heart given my beliefs around the power of nutritious meals on all aspects of our lives.
What are your keys to maintaining business success?
I took risks early on in my career by leaving jobs with well-established companies to find work that I was more passionate about. That paid off from financial and happiness metrics.
When there is a true passion, the effort and contributions come naturally. I have also always tried to balance positivity while still providing solutions-oriented constructive feedback.