I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- WITS (Working In The Schools) - Tutor / Mentor helping underprivelged Chicago Public School students
- Wealth Management
- Financial Planning
- Family Consulting
- Asset Management
- 401k Rollovers
- Estate Planning
- Corporate Retirement Plans
- Education Planning
- Endowments and Foundations
- Retirement Planning
- CFP- CERTIFIED FINANCIAL PLANNER
- University of Colorado at Boulder - B.S. Finance
- Series 7 - General Securities Representative
- Series 31 - Futures Managed Funds
- Series 66 - Uniform Combined State Law
- 2011
- Present: Morgan Stanley*
Financial Advisor
Chicago, IL - 2007
- 2010: Merrill Lynch
Financial Solutions Advisor
Chicago, IL
You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
As a Certified Financial Planner, I will review your whole financial picture to educate you on decisions for you and your family to obtain reasonable returns within your risk tolerance while providing a high quality of service. I also have an area of focus in planning for individuals with special needs.
The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.
Peter B. Maguire is licensed in the following state(s):
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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