Meg Pennisi

Meg is a Financial Advisor and enjoys working with individuals and families to help them make financial and investment decisions. She works side-by-side with these individuals and families to create a customized plan, clearly explaining each step along the way, to help them meet their financial needs, now and into the future.

Background & Experience

Meg joined Wells Fargo Advisors in 2016 as a Financial Advisor with a focus in relationship management, fiduciary services, and managing the client experience. In 2019, Meg joined The Kelleher Group of Wells Fargo Advisors working with clients hands on; providing tailored investment planning strategies.

Meg earned her BS in Marketing and Management from Siena College in 2006, and A.A.S. in Business Administration from Hudson Valley Community College in 2004.

Away from the office

Born and raised in Troy, NY, Meg is a very family oriented person and spends most of her time with her husband, Matt, and two young sons. She enjoys being involved in her children' extracurricular activities and school events.

CA Insurance License Number: 0M78090. Resident State NY.