Meagan M. DeJesus
President and Fiduciary Financial Advisor

Meagan DeJesus, President of Sound Generational Wealth, Branford, Connecticut.As a financial advisor, I am energized and fascinated by working with clients — small business owners and families — each with their own unique challenges and aspirations.

I have worked with Dan Bullard since 2009, first in the respected business he built in Bullard Financial Group. Since 2020, I am proud to lead the firm and continue that legacy with our newly-named company, Sound Generational Wealth.

Our unique advantage is that we are financial advisors able to coordinate financial strategies through all stages of life, within various types of businesses, and with compassion through complex family designs.

We create a personalized roadmap to guide you toward a sound financial future — for you, your family, your partners, and your business. And as life brings changes, we will adapt and advance.

As an Investment Advisor Representative of LPL Financial and an insurance licensed producer, I serve clients in 19 states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • Texas
  • Vermont
  • Virginia

I live in Guilford with my husband and our two children. I am actively involved in:

  • Women in Insurance and Financial Services (WIFS)
  • Hartford Chapter of the Financial Services Professionals
  • Shoreline Chamber of Commerce

 

I look forward to working with you!
Call me at 203-488-4488 or schedule an appointment online!

If you'd like to join our email list, use our contact form. You can also follow us on Facebook and LinkedIn.

 

Meagan and her family