DIRECTOR, CLIENT ADVISORY

Meghan Daily

Meghan serves as a Director on the Client Advisory Team out of TwinFocus’ Boston office where she is focused on supporting the complex needs of the firm’s family office clients. Meghan is passionate about working collaboratively with client families to facilitate an enhanced client experience while navigating comprehensive goal based multigenerational wealth, tax, and estate planning strategies. She strives to implement integrated wealth management solutions for our clients under TwinFocus’ total balance sheet approach.

DIRECTOR, CLIENT ADVISORY

Meghan Daily

HISTORY

Prior to joining TwinFocus, Meghan served as an Investment Consultant with Commonwealth Financial Group working directly with clients to design their portfolios to align with their risk tolerance and investment goals. Prior to Commonwealth, Meghan spent 13 years as the Vice President Client Services for Wellesley Asset Management, Inc. In this role she worked with ultra-high net worth individuals to facilitate their investment needs while managing the operations and back-end processes to ensure they ran smoothly across the firm to provide the highest level of customer support.

EDUCATION

Meghan graduated Magna Cum Laude from Bentley University where she earned a Bachelor of Science degree in Finance. She holds the Series 7, 65, and 63 licenses.

OUTSIDE THE OFFICE

Meghan is a Massachusetts native currently residing in Foxboro. A lifelong Boston sports fan, she enjoys attending Patriot’s games, skiing, and yoga in her free time.