Jacquelyn Meehan, CTFA

Jacquelyn Meehan, CTFA

Director of Trust Administration

Ms. Jacquelyn Meehan has been with Haverford since 1999. Jackie has more than 20 years of experience in the trust and estate planning industry. As a Director of Trust Administration, Jackie is responsible for administering individual trust accounts, estates, and foundations.

Contact Information

610.995.8747

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Certifications & Education

B.S., Drexel University

ABA Trust School at Bucknell

Certified Trust & Financial Advisor Certification (CTFA)

Previous Experience

Trust Administration and Auditor
Glenmede

Auditor
PNC Bank

Affiliations & Memberships

Member
Philadelphia Estate Planning Council

Member
Montgomery County Estate Planning Council

Trust Administration Team

John S. Niles

Vice President, Trust & Estate Administration
610.995.8719

Sarah B. Harrity, CTFA

Director of Trust Administration
610.995.8770

Jacquelyn Meehan, CTFA

Jacquelyn R. Meehan, CTFA

Director of Trust Administration
610.995.8747

Melissa Bruner, CTFA

Trust Officer
610.995.8766

Melissa Kessler

Trust Administrator
610.995.8708

Sara Nelb, CFP

Trust Administrator
610.995.8781

Kimberly Stanton

Trust Administrator
610.995.8761

Trust Counsel
484.253.6276