Megan Tom, CFP®

When it came time to decide whether to focus on the research or client side of finance, the choice came down to one thing for Megan – the people. Understanding how complicated and often sensitive conversations about wealth can be, she takes pride in being a trusted partner for clients and helping to ensure that their wealth is there to support all aspects of their lives and to help see their goals come to fruition.

As a wealth manager, Megan works with individuals and families to deliver personalized wealth management strategies that integrate investment management, financial planning and charitable giving. She helps clients navigate important financial decisions and develop plans designed to support their goals, values and long-term vision. Megan originally joined our San Francisco office and is now an integral part of our New York team. Prior to LNW, she was a digital banking associate at First Republic Bank.