Meaghan McLaughlin Reid, CFP®, CPA*
Partner, Private Wealth Advisor
Meaghan is a Partner and Private Wealth Advisor at McLaughlin Private Wealth, where she provides personalized financial advice tailored to the unique goals and complexities of each client. Since joining the firm in 2019, Meaghan has become a valued resource for individuals and families, working both independently and in collaboration with colleagues to develop, implement and actively manage comprehensive financial plans. Her expertise spans a wide range of planning areas, including retirement planning, estate planning, tax optimization, cash flow analysis, budgeting, and distribution strategies. She works seamlessly with clients’ attorneys, CPAs, and other professionals to ensure every element of the financial picture is aligned and clients know they can rely on her to tend to the details that matter. Of particular note is that Meaghan is especially valued for her work with many of our multi-generational families. She often serves as a key point of contact for the next generation, helping them build financial confidence, navigate life transitions, and make informed decisions—an aspect of her work she finds particularly meaningful.
Prior to joining the firm, she was a Private Client Associate with Bernstein Private Wealth Management in Philadelphia. She worked with seven financial advisors fostering prospective business opportunities and providing operational support for their $1.5B client base. She co-managed the support team, onboarded new client relationships, and worked closely with the investment and wealth planning teams to create personalized asset allocations and build wealth forecasting analyses. Active in corporate events, she co-led a Young Professionals Event on sustainable investment practices, hosted a Penn State Alumni networking breakfast, and taught training sessions on cash flow to new associates across the country. Before joining Bernstein, Meaghan was a Senior Audit Associate with KPMG, a global professional services firm. She collaborated with audit teams to provide services to SEC and private clients in the healthcare, financial services, real estate, and construction industries.
Meaghan believes in giving back to the community. She held several leadership positions with Back on My Feet, a non-profit that combats homelessness through the power of fitness, community support and essential employment and housing resources. She was Communications Chair of the Young Leader’s Association and on the Development Committee serving as an integral part of the collaborative fundraising effort in Philadelphia.
She is a 2015 graduate of Penn State University's Smeal College of Business with a BS in Finance, BS in Accounting, and a Master's in Accounting. She earned her Certified Public Accountant (CPA) license in 2017, CERTIFIED FINANCIAL PLANNER™ certification in 2023, and is FINRA Series 7, 63 and 65 licensed with LPL Financial.
Meaghan lives in Philadelphia with her husband, Brandon, their daughter Abigail, and their French Bulldog, Frank. She enjoys exercise, traveling, hiking, baking, golf, and spending time with friends and family.
*Not a practicing CPA on behalf of LPL Financial