Narra Megli, CFA, CFP®

Senior Manager, Products & Case Design

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360-984-3482

BIOGRAPHY

Narra Megli is the Senior Manager of Products and Case Design and works with the life insurance consulting team to provide competitive proposals for current and prospective clients.

Prior to joining our team in 2008, Narra was a research analyst with a special needs financial planning firm in Lincolnshire, IL.  She began her career in 1999 with a registered investment advisory firm in Huntington Beach, CA, where she was a corporate bond analyst and trader, eventually becoming portfolio manager of the corporate bond sector and serving as a voting member of the investment committee overseeing $5 billion of taxable fixed income portfolios.

In 2015, she also worked as a Senior Analyst with CTC Consulting, a boutique investment consulting firm in Portland, OR, where she managed investment performance reporting for clients/ family offices with at least $25 million of investable assets (investment policy and composite structure, modified Dietz/IRR investment performance calculation and benchmarked performance histories, entity partnership accounting for portfolios containing a wide range and mix of traditional asset classes, hedge funds, and private equity/private real estate holdings).

Narra’s broad knowledge of financial products and their construction allows her to be uniquely focused on finding solutions for each client’s life insurance situation.  Narra earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Portland as well as the CFA Institute.  Narra is a CERTIFIED FINANCIAL PLANNER™ practitioner.  She earned her Bachelor of Science in Finance from Northern Illinois University.

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Insurance services provided by SBSI, Inc.

*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. SBSI, Inc. is not affiliated with Kestra IS, Kestra AS, or NFP Corp.. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services.

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