Megan Trask

Megan Trask, CFP®, is a Partner and Managing Advisor at Connecticut Wealth Management, LLC, based in Farmington, CT. In her leadership role, she manages the largest portion of the firm’s client assets and is responsible for the development and implementation of the company’s target investment strategy as Director of the Investment Committee. Her client base includes business owners and executives, and she is particularly engaged in retirement plan oversight, participant education, and philanthropic planning, as well as socially responsible investing.

Megan’s expertise spans public equities, private placements, and ESG (environmental, social, and governance) strategies. Before joining Connecticut Wealth Management, she served as Senior Wealth Planner at Reynders, McVeigh Capital Management in Boston, where she communicated proprietary research on public equities and private placements and worked with institute-level clients at Brown Brothers Harriman. Megan is recognized for her focus on aligning portfolios with client values and financial goals, fostering financial literacy, and supporting family wealth education initiatives.

She holds a Bachelor of Business Administration in Finance with a minor in Economics from the University of Massachusetts Amherst and a Certificate in Financial Planning from Boston University. Megan is a CERTIFIED FINANCIAL PLANNER™ practitioner and is involved in several community and professional organizations, including sitting on the investment committee for a major nonprofit. Her industry accomplishments include being named a "Top 25 Women in Business" honoree by the Hartford Business Journal (2025), selection as a "40 Under Forty" honoree (2020), and repeated recognition as a Five Star Wealth Manager by Crescendo Business Services.