![]() ![]() In 2019, Pete was named to the Forbes Best-In-State Next-Gen Wealth Advisors list. In July 2018, Pete was named to Forbes Magazine's list of Top Next Generation Wealth Advisors. He focuses on helping clients develop and implement comprehensive, multi-generational wealth management plans based on their specific needs and aspirations. Pete Maguire joined Morgan Stanley in 2011 and brings broad financial industry experience to the service of his clients. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. "Ģ019-2020 Forbes Best-In- State Wealth Advisors Source: (Feb 2018) Data compiled by SHOOK Research LLC based on time period from 6/30/16 - 6/30/17. ![]() When not in the office, Dan enjoys tutoring inner city students through the Working In The Schools mentoring program. Dan is a member of the Association of Professional Investment Consultants and the Investment Management Consultants Association. As such, Dan is able to provide his clients with access to a broad range of investment management, family dynamic and lifestyle advisory services tailored specifically to the needs of high net worth families.Ī graduate of the University of Colorado, Dan furthered his financial education by pursuing Certified Investment Management Analyst ® Certification from the Wharton School at the University of Pennsylvania, offered through the Investment Management Consultants Association. In 2018, 20, Dan was named to Forbes Magazine’s list of America’s Best-in-State Wealth Advisors.ĭan holds the title of Family Wealth Director, a designation limited to a select number of advisors who cater to the firm’s most affluent clients. In 2018, Dan was named Managing Director, Wealth Management, the highest honor for a Financial Advisor. He now serves as the lead Financial Advisor to a broad range of clients, including private clients, high net worth families and their offices. A likely third-party hack of Marsh’s personal server resulted in portions of the confidential data being posted on the Internet with offers to sell larger quantities.Dan Maguire joined Morgan Stanley in 1980.Marsh downloaded and transferred confidential data to his personal server at home between 20. ![]()
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