Meghan serves as Director, Senior Client Relationship Manager at Geller. She has over 13 years of experience helping clients and families build, monitor, and execute their financial planning and investment objectives.
In her role, Meghan leads several multi-generational families, in which she oversees the construction of their investment portfolios, as well as the financial planning and philanthropic strategies. She advises clients on both day-to-day and longer-term strategies to create and execute their overall financial plan, manage their investments, and integrate their investment, tax, and estate planning into a cohesive and holistic plan.
Prior to joining Geller Advisors, Meghan worked with high-net-worth clients and families on asset allocation and retirement planning at Morgan Stanley. She also supported commodity and futures trading efforts. Earlier in her career, Meghan was an Account Analyst at KLS Investment where she successfully built and maintained client relationships by providing services in estate planning, portfolio construction, and investment manager research.
Meghan earned a Bachelor of Arts in Mathematics from College of The Holy Cross. She is a Certified Financial Planner (CFP®) and maintains a Series 3 license.