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 advisor, Megan works alongside wealth managers to provide personalized portfolio management and financial planning services for our clients. She also supports the firm’s philanthropic and charitable planning initiatives. She originally joined our San Francisco office and is now an integral part of our New York team. Prior to LNW, Megan was a digital banking associate at First Republic Bank.