Morgan Macchiarulo

Morgan joined Commonwealth in July 2024 as an advanced planning consultant. In this role, she supports advisors by reviewing and summarizing plans and legal documents, reviewing client planning objectives to help identify opportunities to meet their needs, and coaching advisors to quarterback relationships with clients and other professionals (e.g., an attorney or CPA) and focus on the strategic big picture. Morgan brings specialized expertise in estate planning and business succession planning for HNW and UHNW individuals to the Advanced Planning team, assisting advisors in identifying and understanding strategies that may minimize estate and transactional taxation. Before joining Commonwealth, Morgan worked as an estate planning consultant for Cunningham & Associates. She earned a bachelor’s degree from Harvard University and a JD from Boston College Law School.