BOSTON--(BUSINESS WIRE)--TFC Financial, an independent, fee-only financial advisory firm, has appointed Michael J. Meehan as Vice President and Client Advisor.
Prior to joining TFC, Mr. Meehan was with BNY Mellon Wealth Management for almost 20 years, most recently as a Senior Director working with high-net-worth clients to develop and implement comprehensive financial and investment plans. He also served previously as an assistant vice president for State Street Corporation.
TFC Chief Executive Officer Renée Kwok said: “We’re excited to be growing our team and the depth of our client-service expertise with the addition of Michael and his comprehensive financial planning experience, including in tax management and estate planning. Michael will be working closely with a select group of TFC clients and participating in our firm-wide portfolio review and financial planning process.”
Mr. Meehan said: “Having enjoyed the opportunity to grow and develop as a finance professional at two major global financial-services corporations, I’m excited to bring that experience to the independent, highly personalized model of service TFC offers. I’m inspired by and share TFC’s commitment to always putting clients interests first and to providing ‘advising beyond investing.’ ‘’
Mr. Meehan is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Public Accountant, and Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accountants. Mr. Meehan earned his Masters in Personal Financial Planning and Bachelor of Science in Accountancy from Bentley University.
Mr. Meehan is a Member of the Massachusetts Society of Certified Public Accountants and the Financial Planning Association of MA. He volunteers his time coaching youth hockey for the Natick Comets Hockey Club, formerly serving as treasurer and board member of the club as well. He is a former treasurer and trustee of the Village School in Milton, Mass.
ABOUT TFC FINANCIAL
Founded in 1980, based in Boston, and majority-owned by our employees, TFC Financial operates as a wholly independent, fee-only financial advisory and investment management firm with revenues derived solely from the fees we charge for the services we provide. With over $1B in client assets under management today, TFC, as a fiduciary, serves high net worth clients and multigenerational families, trustees and non-profit organizations with a minimum of $2M of liquid investable assets. The firm provides comprehensive and strategic financial planning in addition to asset management services.
