Megan Douat, CFP®

Vice President, Wealth Advisor

Megan Douat, CFP®

Vice President, Wealth Advisor

Megan is a CFP® and Vice President, Wealth Advisor at Quotient Wealth Partners. With a decade of experience garnered from her career at major wirehouses, as a fiduciary, Megan is dedicated to providing exceptional service to her clients. She meticulously identifies their unique financial needs, ensuring that services and products align with their goals and satisfaction. Megan’s attention to detail extends to all aspects of her clients’ financial lives, whether big or small. Regular meetings allow her to re-evaluate client situations, looking at employment or retirement plans, tax strategies, investment portfolios, insurance coverage, and estate documents.

Megan holds a Bachelor of Arts degree in interdisciplinary studies with a focus on business and sociology from the University of Missouri, Columbia. Beyond her financial expertise, Megan enjoys traveling with her husband Ryan and their Pomeranian, Ozzy. She has a passion for running, football, card games, and treasured moments spent with friends and family.

CFP® – Certified Financial Planner

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements.  Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions.  In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.