First Business Bank

About / Team

Megan Roberts

Client Relationship Specialist - Private Wealth

Megan Roberts

About Megan

Megan Roberts has over 14 years of experience in bank client services and bank management. In her current role as Client Relationship Specialist - Private Wealth, she assists with trust and bank client inquiries and services, account documents, asset transfers, and money movement for individuals and businesses. In their free time, Megan and her family volunteer in their community with service projects.

A one dollar bill jigsaw puzzle.


What to Do With an Inheritance: Managing a Financial Windfall

Statistics show nearly one in three Americans who inherit money lose it within two years. Learn what to do with
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Leaving a Lasting Impact With Philanthropic Legacy Planning

So, after you’ve decided to make a generational philanthropic impact, what are the specific steps in crafting a philanthropic legacy
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Business Succession Roadmap: Business Valuation, Company Financials, and the Owner's Goals & Concerns

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