PV Financial Group Welcomes Meghan Monaghan as Licensed Financial Advisor

LUDLOW, MA -Pioneer Valley Financial Group (PV Financial) is thrilled to announce that Meghan Monaghan has successfully passed her Series 66 financial exam, officially earning her the title of Financial Advisor.

Monaghan began her journey with PV Financial in the summer of 2022 as a finance intern, where she was responsible for preparing investment proposals, reports for the operations department and data entry. In December 2022, she graduated from Bentley University with a bachelor’s degree in finance, concentrating in financial planning, and a minor in business management.

Upon graduation, Monaghan was welcomed back to PV as a full-time Client Relationship Manager. In this role, she worked alongside our Advisors to build relationships and provide exceptional customer service to our clients. She embarked on her journey of studying and taking securities industry exams, eventually transitioning to the role of Paraplanner earlier in 2024, where she focused more on the in-depth planning aspects of financial services.

After two years of hard work and successfully passing five exams, Monaghan earned the title of Financial Advisor, making her the only female financial advisor at PV. However, her journey doesn’t stop here. Monaghan has begun her advisor training, sitting in on client meetings, reviewing financial strategies, and preparing for the Certified Financial Planner (CFP) exam which will all prepare her to provide the comprehensive, relationship-focused approach to financial planning that PV Financial’s clients have come to expect.

“Meghan’s growth from a high performing university student to someone who has transitioned that knowledge into the workforce has been amazing to watch. Looking forward to her next level of growth that will benefit PV’s clients for years to come. Pioneer Valley Financial Group is proud to have Meghan as part of our team,” said Ed Sokolowski, managing partner at PV Financial Group.

If you would like to learn more about PV Financial Group or wish to locate and speak with an experienced advisor to help develop and cultivate your financial goals, please visit www.pvfinancial.com or call (413) 589-1500. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. PV Financial Group is located at 535 East Street, Ludlow, MA 01056.