Meet Our Founder

Photo of Megan Ward

Megan Ward

Founder

Megan is the founder of MW Financial and Insurance Solutions, a firm focused on providing financial strategies to business owners and pre-retirees. With over a decade of experience in the industry, Megan found her passion early on in life after observing the successes and challenges her parents faced financially based on their different spending and saving strategies. She draws on this passion daily to empower clients to crystallize their goals and objectives, make educated decisions, and live with financial security, knowing they’ll be taken care of now and into the future. For the past decade, Megan has chosen to affiliate with New York Life Insurance Company, for their superior company strength and second-to-none resources. In 2020 she achieved President's Council^ status with New York Life Insurance.

Video Introduction

Education & Credentials

Awards &
Accolades

Personal Life

*Financial planning offered as a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.
**The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
^Council is an annual company recognition program based on agent production from July 1 - June 30.