Broker Check
Megan E.  Carroll, JD*

Megan Carroll, a business owner for 23 years, has closely-held family business experience ranging from a multi-generational diversified manufacturing holding conglomerate to a large commercial real estate partnership in the Midwest. Drawing upon her experience as an attorney, Megan is uniquely positioned to understand the monetary issues of professional individuals, the self-employed, small business owners, philanthropists, and large corporate entities.

At The Bulfinch Group, Megan’s process and philosophy are radically different from those in traditional wealth management firms. Megan focuses on a holistic approach to asset protection, wealth accumulation, and wealth distribution strategies. She guides her clients with a team of specialists and helps you enjoy the benefits associated with enhanced protection, cash flow management, and debt and tax strategies.

Megan’s approach is to help her clients translate their hard work and success into optimal fiscal organization by engaging them in a co-creative process to live a more meaningful life. Megan works closely with attorneys, business owners, executives and philanthropists/foundations. She helps with:

BUSINESS PLANNING

  • Business Continuation & Succession Planning
  • Executive & Deferred Compensation
  • Insured/Self-funded Medical Plans
  • Group Life, Disability and Retirement Plans

INDIVIDUAL PLANNING

  • Asset & Income protection
  • Minimizing Income/Estate Taxes
  • Education & Retirement Funding
  • Estate / Charitable Planning

Megan is a graduate of Boston College (1989, French Literature and Philosophy) and Boston College Law School (1992, Corporate Tax and Estate Planning). She taught “Law, Ethics, and the Arts” and “Advanced Business Law” for 10 years in the Carroll School of Management and the same courses plus “Copyright Law” for 13 years at New England School of Law.

Megan has served on numerous arts and civic boards in Boston, including the Boston Ballet Board of Overseers, the Young Leaders of the American Ireland Fund, and she is a founding life member of the Board of Governors of the Boston College Club. She resides in Wellesley and enjoys competitive ballroom dancing, flying single engine airplanes, speaking French, and spending time with her two college-aged children when they have time for her.

*Not practicing JD for Guardian or its subsidiaries or affiliates

Financial Representative of Guardian