Megan Simank
Boerne, Texas,United States
Find Megan Simank's Email
Find Megan Simank’s PhoneMegan Simank's Overview
Megan Simank is a Senior Wealth Advisor at Heritage Wealth Advisors, a division of Argent Financial Group, based in Richmond, Virginia. She specializes in providing comprehensive wealth management services to high-net-worth individuals, families, and foundations. Her expertise encompasses holistic financial planning, investment management, estate planning strategies, and trust administration. Megan leverages her significant legal background, holding a Juris Doctor (JD), to provide nuanced advice, particularly in complex estate and trust scenarios. She also holds the Certified Trust and Financial Advisor (CTFA) designation, which demonstrates her proficiency in the trust and financial advisory field. Before transitioning to wealth management, Megan practiced law, focusing on estate planning, elder law, and trust and estate administration. This dual expertise allows her to offer a uniquely integrated approach to her clients' financial well-being. She is committed to understanding her clients' goals and crafting tailored strategies to help them achieve financial security and preserve their legacies. Megan earned her B.A. from the University of Virginia and her J.D. from the University of Richmond School of Law.
Professional Summary
Megan Simank's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Juris Doctor (JD) Earned
Graduated from the University of Richmond School of Law, equipping her with a deep understanding of legal principles relevant to estate planning and wealth management.
Certified Trust and Financial Advisor (CTFA)
Achieved the CTFA designation from the American Bankers Association, signifying specialized competence in trusts, estates, fiduciary responsibilities, and financial planning.
Senior Wealth Advisor Role
Serves as a Senior Wealth Advisor at Heritage Wealth Advisors (Argent Financial Group), indicating a high level of expertise and responsibility in managing client assets and providing financial counsel.
Board Member, Trusts and Estates Section of the Virginia Bar Association
Actively contributes to the legal community by serving on the Board of Governors for the Trusts and Estates section of the Virginia Bar Association, staying at the forefront of industry developments.
Volunteer, Wills for Heroes Program
Demonstrates commitment to community service by volunteering with the Wills for Heroes program, providing essential estate planning documents for first responders.
Educational Background
Bachelor of Arts (BA), Communications and Studio Art
Trinity University - Year 2003
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business - Year 2008
Doctor of Law (JD)
Texas Tech University School of Law - Year 2007
Buying Intent Signals for Megan Simank
Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Company Overview
Happy State BankHappy State Bank, founded in 1908 in the town of Happy, Texas, grew to become a prominent community bank serving individuals and businesses across West Texas, the Texas Panhandle, Central Texas, and the Dallas-Fort Worth Metroplex. It offered a comprehensive suite of financial services including personal and business banking, loans, mortgages, and wealth management. In April 2022, Happy State Bank was acquired by Home BancShares, Inc., the parent company of Centennial Bank. Operations were subsequently merged, and Happy State Bank branches now operate under the Centennial Bank name, expanding Centennial Bank's footprint in Texas.
Highperformr's free tools for company research
Find contact info
Get verified emails, phone numbers, and LinkedIn profile details
Find similar contacts
Discover contacts with similar roles, seniority, or companies
Perform deep contact research
Uncover insights like skills, work history, social links, and more
Discover, research and enrich contacts with Highperformr — Smarter, Faster
Explore contacts in-depth — from verified emails and phone numbers to LinkedIn activity, job changes, and more — all in one powerful view.
Highperformr AI helps you surface the right people and enrich your CRM with live, accurate contact insights so your teams can connect faster and close smarter.
- Track signals like job change, promotion, and LinkedIn activity
- Enrich contacts with verified email, phone, and social data instantly
- Automate enrichment and updates with powerful workflows
- Sync enriched contact info directly into your CRM and tools
Thousands of contacts — including decision-makers, influencers, and ICP matches — are just a search away.
Thousands of companies, including, are just a search away.