Megan Mallory


Megan Mallory

Financial Planning Assistant


I was born and raised in Raleigh, NC. I currently live in Wakefield near downtown Wake Forest. I attended North Carolina State University and received a bachelor’s degree in Business Administration with a concentration in Finance in May 2020. My family is from central Pennsylvania and I spend a lot of time visiting my family in Altoona and Pittsburgh.

In my free time I enjoy hiking, weight lifting, cooking, and spending time with my friends and family. I am a die-hard Pittsburgh Steelers and Pirates fan and I enjoy going to games at PNC Park in downtown Pittsburgh.

I started with Keystone Financial Partners as a Client Service Intern in May 2019. Upon graduation, I joined the Keystone team full time as the Financial Planning Assistant. In this role, I assist Jim and Chris in running client financial plans, retirement income analysis and Morningstar reports.”


  • Bachelors of Science, Business Administration
  • North Carolina State University


  • Investor’s Association, North Carolina State University

Personal Points:

Favorite Date Night:
Durham Bulls Game

Can’t Be Interrupted When:
The Steelers Are Playing

Cued Up On the Driving Playlist:
The Rat Pack

Favorite Vacation Spot:
Anywhere with a Beach

Best Restaurant in Raleigh:
David’s Noodle and Dumpling Bar

Favorite Hobbies:
Weight Lifting, Hiking, Cooking & Baking

Best BBQ in Raleigh:
The Pitt

Don’t Mind Getting Lost In:
Pittsburgh, Pennsylvania