Jacquelyn Meehan, CTFA, The Haverford Trust Company

Jacquelyn Meehan, CTFA

Vice President & Director of Trust Administration

Ms. Jacquelyn Meehan has been with Haverford since 1999. Jackie has more than 25 years of experience in the trust and estate planning industry. As Vice President & Director of Trust Administration, Jackie implements strategy, manages complex trust accounts, provides support and guidance to senior trust administration team members, and acts as thought leader and subject matter expert both internally and in the trust community.

Contact Information

610.995.8747

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