Mehgan E. Spear, CFP®

Private Advisor, First Vice President

After spending the past 25+ years in Financial Services, including most recently with Merrill Lynch, Mehgan joined Rockefeller Capital Management in January 2022.  Her primary focus is implementing financial strategies, managing client relationships, and business development.

Prior to joining Ucci & Associates in 2013, Mehgan was a Client Relationship Manager at Merrill Lynch, where she managed the daily operations and career development of administrative staff for offices in Oklahoma, Texas, Ohio, and Illinois. Mehgan obtained her bachelor’s degree in business/ebusiness from The University of Phoenix in 2015. Mehgan also holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification.

Mehgan enjoys mentoring young professionals and being active as a volunteer involved in fundraising for cancer research and assisting the homeless and disadvantaged in her Chicago neighborhood.