Summit View Wealth Management Staff
Megan Burgess is the Director of Client Services and Operations at Summit View Wealth Management in Pittsburgh, Pennsylvania and oversees a team dedicated to putting our clients’ best interests first. Megan works with our trusted advisors to ensure outstanding client service and delivers solutions in often complex circumstances. She is dedicated to the improvement of operational processes and works meticulously to ensure all business is executed proficiently and accurately.
Megan is committed to the Summit View model of honesty, integrity, and transparency and applies her 20+ years of experience to exceptional relationship management, team performance and business development. Megan earned her Bachelor’s Degree from the Pennsylvania State University.
Originally from the Pittsburgh area, Megan returned to the area in 2011 to join the firm. She is devoted to her family and enjoys traveling, exploring and planning their next adventure.