Megan Bynum, CFP®
Megan Bynum, CFP®
Financial Advisor
Phone: (615) 558-8130
Email: megan@harvestwealthgrp.com
At the young age of 8, Megan began learning the importance of hard work and the value of a dollar. As she worked and saved, she saw how a disciplined approach to savings allowed her to meet her goals. Today, client objectives extend well beyond those of an 8-year-old, but the approach still holds true. Megan uses the same simple strategy with clients as she helps them work toward their specific goals. Megan’s career in financial services began with LPL Financial in 2012 and she went on to join Cambridge Investment Research in 2018. At Cambridge, she serves on the Practice Management Advisory Council, as well as the New Century Council to continue to advance the future of the industry. Furthermore, she has earned the CERTIFIED FINANCIAL PLANNER™ designation and utilizes her experience throughout client interactions.
As a Murfreesboro native, Megan is a 2010 Magna Cum Laude graduate of Middle Tennessee State University. During her tenure at MTSU, Megan earned a Bachelor’s Degree in Finance, as well as a Master’s of Business Administration with a concentration in Finance. She was extremely active both on campus, as well as in the community throughout her college career and remains involved as MTSU alumni, serving on the Advisory Board of the Martin Chair of Insurance. Megan is now a very active and involved citizen of the Murfreesboro business community.
Megan is also an active member of RUTHERFORD Cable, a local women’s business organization that focuses on women’s professional advancement. In 2014, she was awarded the RUTHERFORD Cable Rising Star Award for exemplifying excellent business leadership potential. Additionally, she was nominated for the ATHENA Young Professional Leadership Award® in 2016 & 2018, which recognizes an emerging leader under the age of 40 who shows professional excellence, contributes to the community, and serves as a role model for other women. Megan also proudly serves on the Advisory Board of the Discovery Center and is a Member of Murfreesboro Young Professionals.
In 2016, Megan was invited by Saint Thomas Rutherford to participate in the Commonwealth Society and then to The Murfree Circle in 2017. These programs offer vibrant business professionals a behind-the-scenes look at Saint Thomas Rutherford and its efforts to serve all aspects of the community. Megan is a 2013 graduate of the Rutherford County Chamber of Commerce Leadership Rutherford program. She has also served as a Diplomat with the Rutherford County Chamber of Commerce.
Outside of work, Megan enjoys spending time with family, whether it be on the family farm or visiting Rosemary Beach, Florida. She enjoys staying active while running and has become an avid Peloton rider. Megan is married to Wesley, who is the owner of Bynum CPA, PLLC and together, they have a son, Lawson. They are also active members of New Vision Baptist Church in Murfreesboro.
With the Support
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence.
Cambridge’s national reach includes Cambridge Investment Research, Inc. – a large corporate RIA; Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
What is an independent financial professional?
Objective advice on achieving your financial goals may be best delivered by an independent financial professional. Your independent financial professional is not an employee of an investment or financial services firm – they are an independent business owner. They have the freedom to structure their business in a manner that best serves their clients. Your independent financial professional utilizes a broker-dealer who provides services that include processing investment business, marketing assistance, practice management, and education. In addition, a broker-dealer holds responsibility for regulatory compliance and adherence to securities laws.
What is an independent broker-dealer?
There are many different types of firms for your financial professional to consider in choosing a broker-dealer. You may be familiar with broker-dealers that are subsidiaries of conglomerates such as commercial banks, investment banks, and investment companies. An independent broker-dealer is different from such firms because they generally do not underwrite securities, create research nor engage in investment banking.
Why is independence important?
Just as you have the opportunity to choose your financial professional, they, in turn, choose their independent broker-dealer. We are honored that your financial professional has chosen Cambridge Investment Research, Inc. (Cambridge) as their independent broker-dealer. We believe their choice serves your best interests because we are independently owned and your financial professional has the freedom to offer you objective guidance. This means we do not force them to sell proprietary products or meet any sales quotas. Therefore, your financial professional is not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.
At Cambridge, we believe in the entrepreneurial spirit of your financial professional. Instead of asking our financial professionals to fit into a mold of how we think they should do business, we empower them with a vast menu of compliance-friendly programs, products, and services. This enables your financial professional to customize an investment strategy designed to meet your unique long-term financial needs.
