Timothy A Meigher, CRPS®, QPFC
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(518) 427-5550(518) 427-5550
My Mission Statement
Helping you with wealth planning strategies for your life and legacy.
My Story and Services
Having honed his skills over three plus decades, Tim is a Chartered Retirement Plan Specialist focused on serving the needs of Business Owners, Corporate Executives and families with complex planning needs. Whether a business is creating a culture of ownership or establishing an employee retirement plan for the first time, or if established programs have out-grown current service capacity, Tim helps executives and corporate insiders navigate the complexities of workplace wealth. Tim is also a Portfolio Management Director and leverages his years of market knowledge alongside the team’s institutional lens to provide informed investment recommendations to plan trustees and participants.
Tim began his career as a Financial Advisor at EF Hutton & Company, and assumed Branch Management responsibilities in addition to working with his clients while at First Albany Corporation. Prior to joining Morgan Stanley, Tim was an advisor at Wachovia Securities after they acquired First Albany. Tim has also served as an industry arbitrator over many years for the Financial Industry Regulatory Authority (FINRA).
Originally from Schenectady, Tim is an alumnus of The Albany Academy and Union College and is active in the alumni affairs of both schools. A passionate college hockey fan, you may see him on the Union campus rooting for Union’s decorated men’s ice hockey team. Tim’s other passion is sailing and, while not as active as he would like to be, he still belongs to the New York Yacht Club.
Tim and his wife Jessica, an Attorney for Children in family matters, reside in Slingerlands, NY. Their youngest son Connor attends St. Lawrence University. They have two other children; Stephen is an Emergency Medicine MD in NYC; and Graham who resides in Chicago..
Tim began his career as a Financial Advisor at EF Hutton & Company, and assumed Branch Management responsibilities in addition to working with his clients while at First Albany Corporation. Prior to joining Morgan Stanley, Tim was an advisor at Wachovia Securities after they acquired First Albany. Tim has also served as an industry arbitrator over many years for the Financial Industry Regulatory Authority (FINRA).
Originally from Schenectady, Tim is an alumnus of The Albany Academy and Union College and is active in the alumni affairs of both schools. A passionate college hockey fan, you may see him on the Union campus rooting for Union’s decorated men’s ice hockey team. Tim’s other passion is sailing and, while not as active as he would like to be, he still belongs to the New York Yacht Club.
Tim and his wife Jessica, an Attorney for Children in family matters, reside in Slingerlands, NY. Their youngest son Connor attends St. Lawrence University. They have two other children; Stephen is an Emergency Medicine MD in NYC; and Graham who resides in Chicago..
Securities Agent: WA, VT, RI, NJ, NH, WV, CT, CA, VA, PA, OR, IN, GA, NY, FL, NM, MA, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 18895
NMLS#: 18895
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
80 State Street, 12th
Fl
Albany, NY 12207
US
Direct:
(518) 427-5550(518) 427-5550
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Timothy A Meigher today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
