Meaghan McDonald

CRPC

Senior Client Advisor Associate


Meaghan McDonald

CRPC

Senior Client Advisor Associate

Role at Mission Wealth

As a Senior Client Advisor Associate, Meaghan works closely with her team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. Meaghan also prepares investment reports and financial scenarios.

Career Highlights

Meaghan started her career in Financial Services working at TD Ameritrade as a Financial Consultant and earned multiple awards as a top consultant. She found success by empowering and educating all investors and providing top tier service. While at TD Ameritrade, Meaghan earned the CRPC designation making her a retirement planning specialist and is working to earn her CFP in the future.

Community Involvement

Meaghan volunteers with New York Cares, an organization that provides New Yorkers the opportunity to work on projects all throughout the city helping a variety of people. She tends to focus on projects serving senior citizens.

Personal Pursuits

Meaghan loves to get outside and as a former rower, any opportunity to get on the water is one she will take. She also is passionate about music and spends her weekends between spending time with friends and family and trying to find the best vinyl albums in New York City.

Why I Love What I Do

Meaghan found passion in financial services through her passion for helping others, and desire to make others feel empowered to take care of their financial health the same way they care for their physical health. Giving clients the confidence to create the future they want is rewarding and a source of motivation for Meaghan in her career.

Education

BS, Management, Boston College

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