Megan Ulmer joined Waverly Advisors in April 2026 following the acquisition of TruWealth Advisors by Waverly Advisors, LLC. As a Paraplanner at Waverly, Megan finds great fulfillment in helping clients work toward their financial goals. She began her career in financial services in 2016, assisting with the creation and implementation of comprehensive financial plans.
Megan’s interest in finance started at an early age while working as a cashier in her family’s snowball business, where she learned the value of service and strong client relationships. Today, she continues to enjoy serving others and is known for her ability to build meaningful relationships both professionally and personally.
Megan graduated from Louisiana State University with a Bachelor of Science in Finance. Go Tigers!
Outside the office, she enjoys health and fitness, art, exploring new restaurants and recipes, and spending time with her husband, Garrett, and their son, Tate.
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