Denver, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,732,342,244
ClientsTotal clients
53,863
AdvisorsAdvisors at this office
2
Of 540 advisors across 185 offices
Location
Denver CO
Advisors at this office
2
Advisors at this office
Megan S
CFP®, Series 66
Denver, CO
&PARTNERS
Megan Sandbothe is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Edward Jones for 18 years before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing both proprietary and third-party investment strategies through platforms like Envestnet.
Dana P
CFP®, Series 66
Denver, CO
&PARTNERS
Dana Pollard is a CFP® certificant with 26 years of industry experience. She is currently with &PARTNERS and previously worked at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. Pollard is a co-founder and managing director of Lumitas Wealth Strategies. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis through proprietary and third-party investment solutions.
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