Margaret A. Muldoon, J.D., LL.M.

Margaret A. Muldoon, J.D., LL.M.

446 Main Street, 7th Floor
Worcester, MA 01608

Phone: (508)890-0922
Fax: (508)890-0927
E-mail: mmuldoon@sfp-ma.com


Ms. Muldoon provides consulting services related to estate and business planning, financial planning and advanced markets training to Strategic Financial Partners.  Meg has a Bachelor of Science in Business Administration from Providence College, a law degree from New England School of Law, and a Masters of Law in Taxation from Boston University Law School.  She is an Investment Advisor Representative, a Series 7 registered representative, and a Series 24 registered principal.  In addition, she is an adjunct faculty member in the Tax Program at Suffolk University Law School.

Prior to joining Strategic Financial Partners as a consultant, Meg was an Assistant Vice President, Case Consulting Unit and Advisory Services for MetLife where she was responsible for managing the Case Consulting Unit, for driving and enforcing the quality of advice standards for the enterprise financial planning program, and for the development and delivery of training curriculum for planners, case design units and agency management.  Prior to this role, Meg was Senior Counsel in the MetLife law department responsible for providing estate and business planning advice, advanced markets training, sales material review and compliance, and legal oversight and guidance for the financial planning program at New England Financial.