Pioneer Valley Financial Group’s Meghan Monaghan Passes Series 66 Exam

LUDLOW — Pioneer Valley Financial Group (PV Financial) announced 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, she was welcomed back to PV as a full-time client relationship manager. In this role, she worked alongside the firm’s advisors to build relationships and provide exceptional customer service to clients. She embarked on her journey of studying and taking securities-industry exams, eventually transitioning to the role of paraplanner earlier in 2024, focusing 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 there. She 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 aims to deliver.

“Meghan’s growth from a high-performing university student to someone who has transitioned that knowledge into the workforce has been amazing to watch,” said Ed Sokolowski, managing partner at PV Financial Group. “I’m 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.”