CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & ShareholderEmail Michael Meehan
Michael Meehan joined TFC Financial Management in 2020. He participates in the firm's financial planning and investment review process and provides financial planning and investment advisory services for a select number of the firm's clients.
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 an Assistant Vice President role at State Street Corporation, where he budgeted and forecasted mutual fund revenue, interacted with the division controllers for the Non-U.S. units and managed a team of finance professionals, as well as an Accounting Officer role at State Street Corporation. Prior to State Street Corporation, Michael worked 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. Michael is a volunteer for the Natick Comets Hockey Club organization, where he has coached youth hockey for the last 8 years. Previously, he served on the Comets Board for 3 years as both Treasurer and Assistant Treasurer. Michael’s prior non-profit service also includes the role of Treasurer on the Board of Trustees for the Village School in Milton, MA.