Meaghan joined the firm as a Senior Wealth Management Associate in July 2019. She plays a key role on the Wealth Management Team providing support in the areas of client management, investment portfolio design and ongoing monitoring, financial planning, budgeting, cash flow analysis, distribution strategies, tax assessment planning and general collaboration with other members of our clients' professional circle including attorneys and CPAs.
Prior to joining the firm, she was a Private Client Associate with Bernstein Private Wealth Management in Philadelphia. She worked with seven financial advisors fostering prospective business opportunities and providing operational support for their $1.5B client base. She co-managed the support team, onboarded new client relationships, and worked closely with the investment and wealth planning teams to create personalized asset allocations and build wealth forecasting analyses. Active in corporate events, she co-led a Young Professionals Event on sustainable investment practices, hosted a Penn State Alumni networking breakfast, and taught training sessions on cash flow to new associates across the country. Before joining Bernstein, Meaghan was a Senior Audit Associate with KPMG, a global professional services firm. She collaborated with audit teams to provide services to SEC and private clients in the healthcare, financial services, real estate, and construction industries.
Meaghan believes in giving back to the community. She held several leadership positions with Back on My Feet, a non-profit that combats homelessness through the power of fitness, community support and essential employment and housing resources. She was Communications Chair of the Young Leader’s Association and on the Development Committee serving as an integral part of the collaborative fundraising effort in Philadelphia.
She is a 2015 graduate of Penn State University's Smeal College of Business with a BS in Finance & Accounting and a Master's in Accounting. She earned her Certified Public Accountant (CPA) license in 2017 and is FINRA Series 7, 63 and 65 licensed with LPL Financial.
Meaghan lives in Philadelphia with her husband, Brandon, and their French Bulldog, Frank. She enjoys exercise, traveling, cooking, golf, and spending time with friends and family.
*Not a practicing CPA on behalf of LPL Financial