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
2023
America’s Top Wealth Management Teams
2022

About Meghan

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

Meghan brings more than 18 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

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
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