Megan Fitton, CPA, CFP®

Megan Fitton, CPA, CFP®

Megan Fitton has over 10 years of experience in wealth management and tax planning. As a Senior Managing Director, Megan works directly with clients to manage their investment portfolios, establish investment goals, set portfolio policy, derive asset allocation, and review manager selection. She works closely with the Clearstead Trust team to assure clients receive superior client service.

Prior to Clearstead Trust, she helped grow the Plimsoll Mark Capital business providing portfolio management and planning services for clients. Before joining Plimsoll Mark Capital, Megan served as a senior tax specialist for Berry Dunn, a regional certified public accounting firm based in Portland, Maine, and as a senior accountant for Runyon Kersteen Ouellette, a certified public accounting firm based in Portland.

Megan is a licensed Certified Public Accountant and Certified Financial Planner. She earned a bachelor’s degree from the University of Maine and an MBA from Southern New Hampshire University. She holds a certificate in Financial Planning from Boston University.