Megan Wiley has been Wealth Manager and Financial Planner of Badgley Phelps Wealth Managers since January 2022, is a control person of the firm and directly owns under 5% of it. Megan Wiley holds a Bachelor of Science in Finance from Virginia Tech.
Badgley Phelps Wealth Managers, LLC is a Seattle, WA firm with $7.28B under management, 1,356 clients and 26 advisers across 4 offices, as of its March 2026 filing.
Megan Wiley is Wealth Manager, Financial Planner of Badgley Phelps Wealth Managers. She joined the firm in 2019 as a Financial Planner. Megan began her career in financial services in 2015 as an advisor at Moss Adams, where she was responsible for investment portfolio management and financial planning.
Megan Wiley’s longest registration is the current one, 5 years at Badgley Phelps Wealth Managers since 2021. Before joining Badgley Phelps Wealth Managers in 2021, Megan Wiley was registered through Badgley Phelps Wealth Managers and Moss Adams Wealth Advisors LLC.
- – present · 5 yearsCrozet, VA · Adviser representative · Firm CRD 315440
- Badgley Phelps Wealth Managers– · 1 yearSeattle, WA · Adviser representative · Firm CRD 108392
- Moss Adams Wealth Advisors LLC– · 4 yearsSeattle, WA · Adviser representative · Firm CRD 108917
Professional designations
Listed by Badgley Phelps Wealth Managers
- CFP®
- CDFA®
Investment adviser representative registrations
Megan Wiley is registered as an investment adviser representative in 2 states. Each was approved in August 2021.
- VirginiaSince 2 August 2021
- WashingtonSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Megan Elizabeth Wiley
- CRD
- 6338913
- Firm
- Badgley Phelps Wealth Managers · CRD 315440
- Role
- Wealth Manager and Financial Planner
- Office
- Crozet, VA
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- badgley.com
Where does Megan Wiley work?
Megan Wiley has been Wealth Manager and Financial Planner of Badgley Phelps Wealth Managers, LLC since January 2022, and is a control person of the firm.
Is Megan Wiley a financial advisor?
Yes. Megan Wiley has a current investment-adviser registration in Virginia and Washington, through Badgley Phelps Wealth Managers since August 2021.
How many years of experience does Megan Wiley have?
Megan Wiley has 10 years in the financial industry, since November 2015, across 3 adviser firms.
What exams has Megan Wiley passed?
Megan Wiley passed the Series 65 in October 2015.
Where did Megan Wiley work before Badgley Phelps Wealth Managers?
Before Badgley Phelps Wealth Managers, Megan Wiley was registered through Badgley Phelps Wealth Managers (CRD 108392), November 2019 to August 2021; Moss Adams Wealth Advisors LLC, October 2015 to November 2019.
Where is Megan Wiley based?
Megan Wiley’s registered office is in Crozet, VA.
Is Megan Wiley registered with FINRA?
No. Megan Wiley has no current broker registration.
Is Megan Wiley a CFP?
Badgley Phelps Wealth Managers lists Megan Wiley with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Megan Wiley’s record?
Search CRD 6338913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Wiley’s full registration record.
Julie Parisio RoyChief Executive Officer and Wealth Manager
David SprattChief Compliance Officer and Chief Operating Officer
James CallaghanWealth Manager
Michael GerkeWealth Manager
Curtis PepinDirector of Marketing
Steven PhelpsWealth Manager
Patrick RodgersWealth Manager
Calvin SprangerFixed Income Manager and Wealth Manager
Timothy ThomasChief Investment Officer and Wealth Manager
Katherine WhamWealth Manager