Meghan Daily
Director
Family Office Management Team
Meghan is focused on supporting the complex needs of the firm’s family office clients. She is passionate about working collaboratively with 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.
Before working at TwinFocus, Meghan served as an investment consultant with Commonwealth Financial Group, working directly with clients to design portfolios that align with their risk tolerance and investment goals. Meghan graduated magna cum laude from Bentley University where she earned a B.S. in finance. She holds the Series 7, 65 and 63 licenses.
Get to know Meghan.
What do you enjoy most about your job?
I love getting to know my clients and assisting them through the milestones of their life.
What unique personal skills make you great at your role at TwinFocus?
I have a keen attention to detail, which I believe is an invaluable asset when assisting and solving complex financial and estate planning scenarios on behalf of your clients.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
I would own and raise horses.
What do you enjoy doing outside of work?
As a lifelong Boston sports fan, I enjoy attending Patriots games, skiing and practicing yoga in my free time.