Focus: Insurance Strategies, Investment Strategies, LGBTQ, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Risk Management Strategies, Financial Education
Meghan joined Commonwealth Financial Group in 2015. Prior to joining CFG she was the Controller at a Real Estate Investment company called First Atlantic Capital, LLC for ten years.
She loves bringing clarity and a strategy to her clients’ lives that wasn’t there before. She is passionate about helping people learn what their options are to reach their goals and enjoys the process of continually working with them to reach those goals.
Meghan graduated from Marist College with a B.S. in Business Administration - Finance and Human Resources. While working full time, she recommitted to her Education and went on to receive her MBA in Accounting at the University of Massachusetts.
Meghan currently holds the following Securities Licenses: Series 7, 6, 63, and 65. She also has licenses in Insurance and Health.
Meghan currently resides in Hanover, MA with her husband and two little boys. In her spare time, she loves to teach Retirement Planning classes, Financial Wellness Education classes and participates often in competitive tennis, mountain biking, and running. She is a Board Member of The Hanover Club, a women’s community service and social club.
Marist College, B.S.
University of Massachusetts, MBA
Check the background of this investment professional on FINRA’s BrokerCheck
25 Recreation Park Drive Suite 106
Hingham, MA 02043