Meghan Houck, AIF®, CFP®
Financial Advisor
Meghan E. Houck, AIF®, CFP®, is a Financial Representative with Principal Financial Group® and a Registered Representative and an Investment Adviser Representative with Principal Securities, Inc. She earned her Bachelor of Arts degree in English from Penn State University in 2005, and promptly joined the team of John L. McKeever III, CLU®, ChFC®, an established financial professional with over fifty years of experience in the financial services industry.
In 2015, Meghan became a partner and owner of Mr. McKeever’s practice alongside Jim Murray, AIF®, RICP®. They have created a team that prioritizes client service and satisfaction through building strong, confident relationships while offering support and guidance in retirement planning, investment management strategies, estate planning, and risk management. In 2021, they expanded their team to include John Paul Murray as a partner.
Meghan holds her Life & Health insurance license as well as her FINRA Series 66 and Series 7 securities registrations.
She lives in Warrington, Pennsylvania, with her husband Matt and their children, Cameron and Lila, and enjoys running, reading, spending time with her family, and especially vacationing in Ocean City, New Jersey.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF designation does not mean the holder is acting in a fiduciary capacity.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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