Megan Portacci - UBS Financial Services Inc.

Megan Portacci - UBS Financial Services Inc. in Plano, TX is a highly experienced and reputable financial advisory firm, offering investment planning and comprehensive wealth management services to professionals and families. Megan, along with her partners at Highbridge Wealth Management, has a strong background in diverse markets and asset classes, emphasizing the importance of capital preservation and risk reduction. With a consultative approach, Megan and her team customize advice and solutions to manage and allocate approximately $1.6 billion in capital globally.

With over ten years of experience on Wall Street, Megan brings a wealth of knowledge and expertise to her clients. She is a founding member of Highbridge Wealth Management and has a Bachelor's degree in Finance from the University of Texas at Austin. Megan's commitment to her clients' financial goals and her recognition as part of Forbes Best-in-State Wealth Management Teams in 2023 and 2024 further solidify her reputation as a trusted advisor in the industry.

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