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Meagan Dow

Senior Strategist, Client Needs Research

CFA®, CFP®

    At A Glance

    • Joined Edward Jones in 2008
    • Client Needs Research Team

    Meagan Dow is a Senior Strategist within Client Needs Research, specializing in the areas of health care, preparing for the unexpected, education, financial literacy, and behavioral finance. The Client Needs Research team develops and communicates advice and guidance for client needs, including retirement, education, preparing for the unexpected and leaving a legacy. Meagan is also a member of the Investment Policy Committee's (IPC) Client Needs Working Group ("CNWG"), which provides oversight of IPC financial advice and guidance for the U.S.

    Meagan has nearly 15 years of financial services and investment experience, having joined Edward Jones in December 2008. Prior roles included serving as a senior analyst focusing on portfolio guidance for client-directed accounts, and a bond fund analyst covering municipal bond funds and international bond funds.

    Meagan earned the Chartered Financial Analyst® designation in 2012, and the CERTIFIED FINANCIAL PLANNER™ certification in 2019.

    Meagan is a contributor to Edward Jones Perspectives newsletter and has been quoted in various publications.

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