As a Client Service Associate, Megan supports the wealth managers and serves as a trusted point of contact for clients. She also manages daily account maintenance, fulfills client requests, and provides operational support.

Megan joined Boston Financial Management with over 20 years of relationship management and client service experience, working with high net-worth, multigenerational families in the financial services industry.  Her past experience includes Private Client Associate with Brown Advisory, Silver Bridge Advisors, Merrill Lynch and UBS.

Megan is a Certified Trust and Fiduciary Advisor (CTFA), Certified Retired Plan Counselor (CRPC), and Certified Advisor in Philanthropy (CAP®).

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Certified Retired Plan Counselor (CRPC)

Certified Advisor in Philanthropy (CAP®)

Charitable & Community Involvement

Cycle for Survival

Red Cross

Boston Food Bank – volunteer

Personal Interests

Megan enjoys walking, reading and watching the Celtics.