
Meghan HaggertyMeghan HaggertyExecutive DirectorWealth Partner
Awards and Industry Recognition



Forbes
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

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The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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