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Who We Help

Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

Our approach

  • Founders
  • VC/PE Professionals
  • Individuals & Families
  • Vintner and Winery Owners
  • Executives
  • Professionals
  • Business Owners
  • Nonprofits
Services

Wealth Management

  • Wealth Planning
  • Investment Management
  • Trust & Fiduciary
  • Family Office

Lending

  • Mortgage Lending
  • Private Lending
  • Business Lending

Banking Services

  • Business Banking Services
  • Private Banking Services
Advisors

Advisors who speak your language

Our team of advisors rely on their financial expertise, industry knowledge and vast networks to ensure that you’re heard, understood and satisfied with your strategic plans.

Advisors expertise

  • Directory of advisors
Insights

Capitalize on our Insights

When you’d like a quick take on a financial topic, economic trend or industry development, our archive of insights is available 24/7.

Our insights

  • Economic Commentary
  • Family Office Insights
  • Lifestyle
  • Managing Operations
  • Managing Taxes
  • Philanthropy
  • Trust & Estate Perspectives
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Megan Herrin
ADVISOR
Megan Herrin
Assistant Director, Wealth Analyst
Wealth Management & Trust
Northern California
Let's talk

Megan Herrin serves as a Wealth Analyst on the Wealth Advisory team, responsible for overseeing client investment portfolios and ensuring investment strategies are employed to meet specific goals and objectives of each client relationship. She assists in creating and implementing reports, investment objectives, and strategy changes across client portfolios.

Prior to her current role, Ms. Herrin worked as a Senior Analyst in the Securities Division of Goldman Sachs. In that role, she managed institutional client portfolios by measuring liquidity risk on a daily basis. Ms. Herrin continued her career as an Account Executive with Athelas, a biotech startup in Silicon Valley, where she researched new opportunities, secured deals, and managed client accounts to develop Athelas programs.

Ms. Herrin is a graduate of Brigham Young University in Provo, Utah. She received a Bachelor of Science degree from BYU’s Marriott School of Management.

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Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

SVB Investment Services Inc. (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank. SVB Wealth LLC (an SEC-registered investment adviser) offers wealth management services and is also a wholly-owned, non-bank subsidiary of Silicon Valley Bank.

*Investment Products offered by SVB Investment Services Inc. and/or SVB Wealth LLC are:
Not all products/services are offered by all advisors. None of Silicon Valley Bank, SVB Investment Services Inc., SVB Wealth LLC or any of their respective affiliates provide legal advice. Estate planning requires legal assistance. Please consult your legal advisors for such guidance. Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to vineyards and wineries. Silicon Valley Bank is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner. Further, Silicon Valley Bank disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. All companies are independent third parties and are not affiliated with SVB Financial Group. 

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