Meagan Roberts, CPA

Senior Wealth Advisor

Meagan is a Senior Wealth Advisor with Heritage Wealth Advisors and serves existing and new client relationships in the areas of tax preparation, financial planning, and estate planning from our Pittsburgh, PA office.

Prior to joining Heritage she spent seven years as an Audit Senior Manager. During her time as an Audit Senior Manager, Meagan served clients abroad from Budapest, Hungary for two years.

Meagan earned her Bachelor of Science degree in Business Administration, Accounting from Miami University.  She is a Certified Public Accountant in Pennsylvania and is currently pursuing her CFP® designation.