Meagan Roberts
CPA

Director of Client Services & Senior Wealth Advisor

Meagan is the Director of Client Services & Senior Wealth Advisor 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 Wealth Advisors, she spent seven years as an Assurance Senior Manager at a Big Four Public Accounting firm. During her time there, Meagan served the industrial products market as well as clients across various industries from abroad during a two-year international assignment in Budapest, Hungary.

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