Margaret Gaisford Welborn, JD

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Margaret Gaisford Welborn, JD

Tax Planning
Estate Planning
Financial Counseling
Investment Strategies


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2020 – 2024)


Panel Member, MIT AgeLab’s Preparing for Longevity Advisory Network (PLAN)

Meg Welborn focuses on tax and estate planning, financial counseling, and investment management as well as participating as a member of the firm’s Her Wealth® program. Prior to joining the firm, Meg was a corporate attorney at Charles Schwab in San Francisco and a senior tax associate at PwC (Coopers Lybrand). 

  • Admitted to practice law in Massachusetts and California
  • Investment Adviser Representative (Series 66)
  • JD, Suffolk University Law School
  • BA in English Literature, University of Connecticut

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.