Megan Rooney

Client Service Associate

Megan is a graduate of Mount Holyoke College, where she received her BA with a concentration in Politics. It was during her studies that she became fascinated with personal finance and decided to venture into financial planning. She completed her FINRA Securities Industries Essentials® (SIE®) certification as a primary step into the field, while also receiving hands-on experience in the office. She currently resides in Springfield with her boyfriend and enjoys spending her free time with her dog-like cat, Fozzie. 

Professional Designations, Certifications, Registrations, and Licenses

  • FINRA Securities Industry Essentials Exam – SIE 


Education

  • Mount Holyoke College, South Hadley, MA – B.A in Political Science and Government  

My superpower would be:

Mind Reading

My favorite reads and podcasts are:

Hello, Molly! A Memoir by Molly Shannon;  Good Hang with Amy Poehler - podcast; Sing, Unburied, Sing by Jesmyn Ward 

My favorite restaurant is:

Deep Roots Street - Granby, CT 

My favorite quote is:

“A man who stands for nothing will fall for anything.” 
– Malcolm X 

My go-to pastime is:

Playing fetch with my cat, Fozzie 

My dream travel destination is:

Kyoto, Japan

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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