Lori Benson
Phone:
(410) 494-8292(410) 494-8292
John Magiros, CFP®
Managing Director, Wealth Management,
Financial Advisor,
Family Wealth Director
Direct:
(410) 494-1875(410) 494-1875
Toll-Free:
(800) 662-2576(800) 662-2576
My Mission Statement
Helping business owners and families optimize their finances, manage their investments, and have a better relationship with their money
About Me
John Magiros, CFP® Family Wealth Directors at Morgan Stanley and is co-founder of Orchard Wealth Management at Morgan Stanley. He primarily works with entrepreneurs, high net worth families, and high trajectory young professionals. His focus is on helping them make the best financial decisions for themselves and their stakeholders throughout the different stages of their journey. John accomplishes this with custom, full spectrum advice that incorporates client personal values as well as by providing specialized resources for complex needs.
John’s interest in personal wealth management began at the University of Maryland where he graduated with dual degrees in Economics and Psychology in 2005. These areas of study allowed him to find the link between the personalized lens through which people view the world and the resulting financial decisions people make. This connection motivated John to continue to strengthen his acumen in helping people uncover their true decision drivers, and led to the pursuit of his Financial Advisor role. Over his 12 year tenure in the wealth management field, John has developed a specialized service model and philosophy to successfully address his client’s needs. The foundation of this model is based on a client-first-always mentality and minimizing the unknown to develop more predictable outcomes.
In pursuit of his passion for helping responsible businesses, John serves on advisory boards of emerging companies as well as providing informal guidance on the topics of growth, gathering resources, and strategic planning. He also co-founded the non-profit Volunteering Untapped ™ in 2013 to lower the barrier to civic engagement for millennials in US cities, create real impact, and find friendship amongst their community.
John lives in Cockeysville, MD with his wife Kristen, daughter Andi, and 2 dogs Kevin! and Fern. When he’s not in the office, John enjoys spending time with his family, playing the drums, and rooting for the University of Maryland’s basketball team.
John’s interest in personal wealth management began at the University of Maryland where he graduated with dual degrees in Economics and Psychology in 2005. These areas of study allowed him to find the link between the personalized lens through which people view the world and the resulting financial decisions people make. This connection motivated John to continue to strengthen his acumen in helping people uncover their true decision drivers, and led to the pursuit of his Financial Advisor role. Over his 12 year tenure in the wealth management field, John has developed a specialized service model and philosophy to successfully address his client’s needs. The foundation of this model is based on a client-first-always mentality and minimizing the unknown to develop more predictable outcomes.
In pursuit of his passion for helping responsible businesses, John serves on advisory boards of emerging companies as well as providing informal guidance on the topics of growth, gathering resources, and strategic planning. He also co-founded the non-profit Volunteering Untapped ™ in 2013 to lower the barrier to civic engagement for millennials in US cities, create real impact, and find friendship amongst their community.
John lives in Cockeysville, MD with his wife Kristen, daughter Andi, and 2 dogs Kevin! and Fern. When he’s not in the office, John enjoys spending time with his family, playing the drums, and rooting for the University of Maryland’s basketball team.
Securities Agent: WY, CA, TX, TN, OR, NV, NE, GA, AZ, NC, MO, MA, PR, OH, NY, MN, MD, KS, WI, WA, UT, MI, IN, AL, ME, LA, KY, DE, CO, VT, RI, OK, NJ, DC, ID, WV, VA, SD, NH, HI, SC, PA, AR, NM, IL, FL, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1401614
NMLS#: 1401614
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2330 W Joppa Road
Ste 255
Lutherville, MD 21093
US
Direct:
(410) 494-1875(410) 494-1875
Toll-Free:
(800) 662-2576(800) 662-2576
Fax:
(443) 320-0989(443) 320-0989
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact John Magiros today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
