Meghan Rose Dodge

Employer firm

Opinicus CRD 168344

$297M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RETIREMENT PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → 07/2025
  Opinicus
  Tampa, FL
• 10/2022 → 11/2024
  Opinicus
  Tampa, FL
• 12/2021 → 10/2022
  Regions Bank
  Tampa, FL
• 08/2021 → 12/2021
  Regions Bank
  Tampa, FL
• 09/2020 → 08/2021
  Nordstrom
  Tampa, FL
• 08/2019 → 09/2020
  Nordstrom
  Tampa, FL
• 05/2017 → 08/2019
  Nordstrom
  Natick, MA
• 08/2015 → 05/2017
  Whittier Farms Inc.
  Sutton, MA
• 07/2025 → Present
  Opinicus
  Tampa, FL

Other Businesses

2/2026 - INSURANCE AGENT- INV REL - TAMPA, FL - FIXED INSURANCE - LICENSED INSURANCE AGENT OPINICUS FINANCIAL GROUP, INC. - TIME SPENT 1%; 1 HOUR PER MONTH, 0 DURING TRADING - DUTIES ARE TO MANAGE CLIENT INSURANCE NEEDS.

Designations

• Certified Financial Planner