We are proud to announce the promotions of Meg Welborn and Barry Morgan to the role of Counselor. Both Meg and Barry have been with the firm since 2009 and have played an integral role in developing and expanding new client relationships. The firm recognizes their continued effort to sustain these relationships and ensure the firm’s growth.
Meg specializes in tax and estate planning, financial counseling and investment management as well as serves as a co-lead in GW & Wade’s Women and Wealth initiative. Prior to joining GW & Wade, Meg was a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand).
Barry works with many types of clients including corporate executives, technology entrepreneurs, retirees, and young families. Barry’s expertise covers a broad range of topics including investment management, tax planning, estate planning, executive benefit strategies, retirement planning, and individual planning issues arising from mergers and acquisitions.