Michael didn’t start his career as a financial advisor, but he always had a love of numbers. In this video, hear him discuss his educational background, how he got started in the financial industry, what he is doing today, and why he loves it so much.
Michael Meehan joined TFC Financial Management in 2020. Michael works closely with a select group of the firm’s clients and their families, providing comprehensive financial planning advice and experienced guidance. He participates in the firm's financial planning and portfolio review process. He is a voting member of TFC’s Investment Committee also contributes to the firm’s marketing and new business development efforts.
Prior to joining TFC Financial Management, Michael was a Senior Director and Wealth Manager for BNY Mellon Wealth Management, where he worked with high-net-worth clients to develop and implement comprehensive financial and investment plans. He also provided direction relative to estate planning, charitable planning, risk management, asset management, debt management, and tax management.
Michael’s previous experience also includes roles at State Street Corporation, and also at Grant Thornton, LLP as a tax accountant.
Michael received his Masters in Personal Financial Planning degree from Bentley College, as well as his Bachelor of Science in Accountancy. Michael is a CERTIFIED FINANCIAL PLANNER® practitioner, as well as a Certified Public Accountant and has been designated a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants.
On a personal level, Michael lives on the North Shore of Boston, is married and has four children. In his spare time, you might find him in his yard on his lawn tractor or helping with the family’s horses. He also likes to get into his kayak and fish in Ipswich Bay when he can. He is a volunteer instructor for Women’s Money Matters, an organization that helps to build the financial wellness and confidence of women and girls living on low-incomes. Previously, Michael was a long-time volunteer for the Natick Comets Hockey Club organization, where he both coached youth hockey and served on the Comets Board as both Treasurer and Assistant Treasurer. To learn more about Michael, connect with him on LinkedIn.
