Experience

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  Mercantile bankshares

  Jan 2003 - Jan 2006

  Portfolio analyst
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  City national rochdale investment management

  Jun 2006 - Oct 2024

  Director, senior portfolio manager
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  Mclaughlin private wealth

  Oct 2024 - now

  Partner & chief investment officer

  McLaughlin Private Wealth is a boutique financial advisory firm providing comprehensive wealth management and advanced planning advice to clients for whom we can make a significant impact in their lives. Our process puts our client’s financial success at the heart of every action, planning for tomorrow while having the confidence to live for today and enjoy their wealth. The firm works in a fiduciary capacity with accomplished clientele including multi-generational families, professionals planning for retirement, women in transition through divorce or widowhood, and entrepreneurs preparing for a liquidity event. Their financial, investment management and estate planning services are grounded in deep discovery and incorporate thoughtful, consultative, and transparent strategies that address the client’s most complicated and unique needs and objectives while fostering trust and building long-term and meaningful relationships. The firm’s high-touch and team-oriented approach serves select clients and often the adult “children” of their clients in key areas of financial decision-making helping them preserve, safeguard and transfer wealth, take care of and protect their heirs, actively manage risk, mitigate taxes, and establish a plan of charitable giving. For more information on McLaughlin Private Wealth, visit www.mclaughlinpw.com or call 856-216-8444. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less