Meghan Haggerty Advisor Headshot image

Meghan HaggertyMeghan Haggerty
Executive Director
Wealth Partner

"I am focused on helping my clients develop sound wealth management plans predicated on informed choices within the kaleidoscope of opportunities available."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
America’s Top Wealth Management Teams
2024 • 2023 • 2022
Top Women Wealth Advisors Best-In-State
2025 • 2024

About Meghan

Meghan Haggerty is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.

Meghan brings more than 28 years of experience in the financial services industry. Prior to joining the firm, she was a Director at a boutique investment bank, Leerink Partners.

As a founding member of The McPhee Haggerty Ledoux Longmire Group, Meghan focuses on helping her clients develop sound wealth management plans predicated on informed choices within the kaleidoscope of opportunities available. She believes the most powerful portfolio is the one tailored to allow each of her clients, with peace of mind, to focus on life's true wealth—their families, their friends and their communities.

While each investor is unique, certain patterns and truths are universal. Meghan reminds her clients that during the 200 years J.P. Morgan has been advising wealthy clients around the world, it has guided investors in every phase of their lives and through all market conditions. Whether she is providing wealth-transferring strategies across generations or helping clients plan for retirement, Meghan feels it is a privilege to share her experience and the benefit of J.P. Morgan's expertise with her clients. She finds that most firms can't compete at this level—providing the intimacy of a boutique firm with tailored strategies for a range of needs that can tactically adjust a strategic portfolio allocation.

Meghan leverages J.P. Morgan's exceptional breadth of wealth management strategies, including specialists in investment strategy, tax planning, philanthropy, estate transfer, and access to more complex products for her clients, including high-net-worth individuals, families, foundations, endowments and venture capital firms.

Insights

Markets and Economy

How policy, politics and profits are shaping market momentum

October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Markets and Economy

Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?

October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
Family Legacy

How to plan for charitable giving

October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
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