Megan L. Spain, CFP®

Megan L. Spain, CFP®

Estate & Planning Specialist

Megan graduated from Auburn University summa cum laude with a B.S. in Finance and Marketing in 2008. Megan has been doing planning for small business owners for the past 10 years. Her team of advisors work hard to create a financial plan to help their clients accumulate wealth, reduce taxes, and continue a legacy for their families. In 2016, she obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from The American College. Megan is Series 7, 66, and insurance licensed in multiple states across the country.

Since Megan was a little girl her dream was to have a ranch one day. Horses and a love for the outdoors are in her blood. Her dreams and farm experience have fueled her passion for helping agribusiness owners and multi-generational farming operations address their concerns over growing their operations, retirement planning, and succession and estate planning. Through comprehensive financial planning, she focuses on her clients’ needs to provide a unique financial plan that helps meet their specific goals and objectives. Her goal is to establish long lasting relationships with her clients and their families to ensure a sense of security for their future and the future of their family and operation.

In addition to her work with small business owners and agribusiness owners, Megan serves on the Junior Board of Visitor’s for the UAB School of Nursing and supports several non-profit organizations such as Special Equestrians, National MS Society, the Community Foundation of Greater Birmingham, and the YWCA.

Megan currently resides in Pelham, AL. When she is not at home or working, you can find her at the farm or running at a barrel race.       

About Lincoln Financial Advisors Agribusiness Services

Lincoln Financial Advisors Agribusiness Services is a select group of estate and succession planning specialists skilled in utilizing strategies for protecting land, business and one’s legacy while minimizing tax consequences and inheritance issues. Chosen from the financial planning professionals across the country within our organization, the estate and succession planning specialists who comprise our Agribusiness Services Group possess advanced technical skills coupled with a passionate commitment to the Agribusiness market. Their clients include owners and managers of agricultural property, senior ranchers considering or negotiating transfer or tenure agreements, “junior” generation ranchers, and organizations interested in preserving working landscapes. 

Phone (205) 229-6169