Meagan Shields joined PWA in 2022 as an Advisor specializing in retirement planning and financial analysis. With nearly 20 years of experience in the investment industry, Meagan brings extensive knowledge of capital markets and portfolio strategy to the firm. Her time spent in institutional asset management focused on fixed income and equity trading, investment analysis, and portfolio risk mitigation. In her planning role at PWA, Meagan partners with clients to fully assess their financial profile and, together, develop a strategic retirement plan designed to align their comprehensive portfolio strategy with their evolving lifestyle goals throughout the different phases of life. Meagan earned her B.S. and M.S. degrees in Finance from Louisiana State University. Throughout her career, she has been actively involved in local finance and business communities by serving as a mentor for young women in finance through the Rock the Street Wall Street Mentorship Program and chairing the 2020-2021 Chair of the Louisiana Association of Business and Industry (LABI) Emerging Leaders’ Council. Meagan and her husband, Anthony, along with their two children attend The Church of the Highlands.

Contact Meagan at meagan@peterswealth.com