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Megan A. Schwinger

Vice President of Portfolio & Wealth Advisory

Megan joined BBR Partners in 2012 and is a Vice President of Portfolio & Wealth Advisory. Her responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors. Megan is also a member of BBR’s Charitable Committee and BBR’s Quality Control Committee.

Prior to joining BBR, Megan worked as an Investment Consulting Administrator at WTAS (now Andersen Tax), where she coordinated and facilitated operations and processes for the investment consulting group. Megan holds a BA from Vanderbilt University with a concentration in Economics and Political Science and a minor in Financial Economics and Corporate Strategy.

When not in the office, Megan enjoys yoga, skiing, and traveling.

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