Professional Staff
Narra Megli, CFA, CFP®
Manager, Products & Case Design
phone: 312.325.8314
email: nmegli@schwartzbrothers.com
Narra Megli is the Manager of Products & Case Designer for Schwartz Benefit Services, Inc. and works with the life insurance sales team to provide competitive proposals for current and prospective clients.
Prior to joining Schwartz Benefit Services in 2008, Narra was a research analyst with a special needs financial planning firm in Lincolnshire, IL. She began her career in 1999 with an investment advisory firm in Huntington Beach, CA, where she was a corporate bond analyst and trader, eventually becoming portfolio manager of the corporate bond sector and serving as a voting member of the investment committee.
Narra’s broad knowledge of financial products and their construction allows her to be uniquely focused on finding solutions for each client’s situation. Narra has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Chicago as well as the CFA Institute. Narra is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Narra earned her Bachelor of Science in Finance from Northern Illinois University.