Meagan Roberts, CFP®, CPA

Director of Client Services & Senior Wealth Advisor

Meagan manages the internal operations of Heritage’s Client Service Team. She also serves existing and new clients in the areas of tax planning and preparation, financial planning, and estate planning. 

Prior to joining Heritage Wealth Advisors, Meagan worked for over seven years at PricewaterhouseCoopers as an Assurance Senior Manager in the industrial products market, two of which were spent in Budapest, Hungary.

Meagan earned her B.S. in Business Administration from Miami University with a concentration in Accounting. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Public Accountant (CPA).

Meagan is a part of Leadership Pittsburgh’s Leadership Development Initiative cohort and a member of UPMC Children’s Hospital Foundation Children’s Trust, and the Financial Planning Association. 

She and her husband, Brian live in Pittsburgh with their son, Lincoln.