Meaghan F. McLaughlin, CPA*

Meaghan F. McLaughlin, CPA*

Senior Wealth Management Associate, CPA*

Office: 856.216.8444, ext. 220
Fax: 856.216.8448
E-mail:
 

Meaghan joined the firm as a Senior Wealth Management Associate in July 2019.   She plays a key role on the Private Wealth Management team providing both analytical, portfolio management and advisory support to the planning team and acting as a liaison between the Private Wealth Management and Client Service Teams.

Before joining the firm, Meaghan was a Private Client Associate with AB Bernstein in Philadelphia where she partnered with a team of seven financial advisors to foster prospective business opportunities and provide operational support for their $1.5 billion client base. In that capacity, she co-managed the support team, onboarded new client relationships, and worked closely with the investment management and wealth planning teams to create personalized asset allocations and build wealth forecasting analyses. She also co-led a Young Professionals Event focused on sustainable investment practices, hosted a Penn State Alumni networking breakfast, served as the Philadelphia office's local Risk Liaison, and taught Cash Flow training to new Associates across the country.

Prior to joining Bernstein, Meaghan was a Senior Audit Associate with KPMG, a global professional services firm. She collaborated with various audit teams to provide services to SEC and private clients in the healthcare, financial services, real estate, and construction industries. On each of her engagements, she had the opportunity to interact with the clients' internal accounting and finance professionals. She also managed and delegated tasks within her own team – training and working with Associates, off-shore teams, and Interns.

Education

Pennsylvania State University, University Park, PA, Class of 2015.  BS in Finance, BS in Accounting, Master's in Accounting

Professional Accreditations

Certified Public Accountant, Pennsylvania State Board of Accountancy (2017)

FINRA Series 7, 63, & 65

Community Service

Back on My Feet (a national organization focused on combatting homelessness), serve as Communications Chair of the Young Leader's Association and a member of the Development Committee.  She is also an integral part of the collaborative fundraising effort in Philadelphia, helping plan and execute events.  She also partners with chairs across the country to exchange fundraising and volunteer orientation ideas.

*Not a practicing CPA on behalf of Lincoln Financial Advisors