About Tara Meehan

I love positioning financial advisors, wealth managers, entrepreneurs, and local small businesses for marketing success almost as much as I love my dogs.

My Marketing Journey

I’ve been a marketing executive for over 18 years, 13 of which have been spent in financial services, insurance, and wealth management. I got my start as a copywriter developing a diverse portfolio, which garnered the attention of a performance marketing agency in New York City. As their copywriter and social media strategist – and this was the infancy of social – I worked on affiliate, email, social, display (programmatic), and search campaigns for credit, auto, lending, education, and hospitality clients. When that contract ended, my financial services career began working at Guardian Life and subsequently at boutique wealth management firms as a Senior-level Consultant and Marketing Director. My passion for the financial services industry coupled and my professional brand development were the driving forces behind Meehan Marketing.

What I Can Do For You

Develop and strengthen your professional brand

Provide strategic guidance on digital marketing programs

Offer strategic coaching to empower your marketing

Take on campaign execution and metrics reporting

Trust is earned, especially in financial services.

That’s why I invite you to peruse my blog, thought leadership, and testimonials.

Testimonials from the Field

  • “Tara has helped me successfully navigate the sometimes treacherous LinkedIn waters increasing my confidence and effectiveness. Also, she is a forward-thinking content pro who I’ve consulted with on seasonal campaigns and my new vlog. And did I mention she’s patient, has a great sense of humor, and loves a local microbrew? I’m happy to call her a marketing coach and friend.”

    Daniel B. Spickard, Investment Advisor

    Lifetime Financial Growth

  • “I’ve known Tara for nearly a decade and in that time she has helped me develop a strong LinkedIn presence, empowered me to engage with influencers and my network, and is always available for advice on marketing topics. Currently, she is revamping my website and has identified SEO and content gaps that have hurt my Google visibility. I feel well-positioned for ROI success.”

    Randy Brickman, Registered Representative

    Forest Hills Financial Group

  • "I hired Tara to help me optimize my LinkedIn profile. I was very pleased with the recommendations, copy, and updates that we made to my profile. She knows the LinkedIn platform inside and out! "

    Joe Moss, Founder

    ProAdvisorSuite

  • Through meticulous feedback collection from our financial advisors and securing the buy-in of our Board of Directors, she navigated our rebrand process with confidence, patience, and empathy. The result was not just a new name (dropping International from Planning Alliance) and logo; it was a strategic shift that eliminated client confusion, alleviated recruitment challenges, improved our local presence, and established a strong foundation for our continued growth.

    Anthony Campanile, Executive Vice President

    Planning Alliance