Overview
Meghan Adams-Lewis brings over 20 years of trust and high net worth wealth management experience to help clients grow and protect multi-generational estates. She works with family members, trustees, and investment advisors to provide integrated family office services with a focus on trust administration. Her areas of expertise include revocable and irrevocable trusts, IRAs, court supervised trusts, and investment management accounts.
- University of Massachusetts Amherst, BA (2011)