Maggie Patrick, CFP®, CDFA®
Associate Vice President,
Financial Advisor
Direct:
(914) 225-1115(914) 225-1115
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
At Morgan Stanley I use comprehensive cutting-edge financial strategies to serve the financial needs of a broad range of clients. The services I offer cover many aspects of family wealth management, including cost-efficient investment portfolios, retirement planning, mortgages, education planning, aging parent issues, assisted living care, legacy, estate planning and trust services. Because all clients view their finances in a unique way, the guidance I offer is individually tailored. Our discussion boils down to one question: what is the purpose of your money?
I proudly joined Morgan Stanley in 2022. I was previously a Senior Financial Advisor at Merrill Lynch for seven years, and before that at Ameriprise for three years. I am a CERTIFIED FINANCIAL PLANNER®, CFP® which informs my wealth management philosophy. I invest for the long term with a highly disciplined focus on asset allocation, diversification and prudent rebalancing. In 2016 I obtained the Certified Divorce Financial Analyst®, CDFA® designation, to provide guidance and investment advice to clients going through divorce.
Regardless of where my clients are in life, I focus on their needs within the context of recent events, and act as a resource for solving all financial questions related to work and retirement, education planning, living situation and lifestyle. For every client, I make a comprehensive financial plan that incorporates cost-efficient portfolio strategies and gives clients a reassuring picture of their possible financial trajectory. I am always available to consult with a client’s legal and taxation professionals to provide an integrated experience and simplify my client’s lives.
I am a graduate of Bowdoin College and did my financial planning certification at New York University’s Center for Finance, Law and Taxation. I volunteer for Savvy Ladies, an organization which provides free financial consulting for women at risk. I also have led seminars both live and online for women going through divorce, through support organizations such as Untied, and Support and Solutions for Women. During the pandemic I became a New York State Emergency Medical Technician, and am learning to play the guitar. I raised three children as a single mother and live in Briarciff Manor, New York.
I proudly joined Morgan Stanley in 2022. I was previously a Senior Financial Advisor at Merrill Lynch for seven years, and before that at Ameriprise for three years. I am a CERTIFIED FINANCIAL PLANNER®, CFP® which informs my wealth management philosophy. I invest for the long term with a highly disciplined focus on asset allocation, diversification and prudent rebalancing. In 2016 I obtained the Certified Divorce Financial Analyst®, CDFA® designation, to provide guidance and investment advice to clients going through divorce.
Regardless of where my clients are in life, I focus on their needs within the context of recent events, and act as a resource for solving all financial questions related to work and retirement, education planning, living situation and lifestyle. For every client, I make a comprehensive financial plan that incorporates cost-efficient portfolio strategies and gives clients a reassuring picture of their possible financial trajectory. I am always available to consult with a client’s legal and taxation professionals to provide an integrated experience and simplify my client’s lives.
I am a graduate of Bowdoin College and did my financial planning certification at New York University’s Center for Finance, Law and Taxation. I volunteer for Savvy Ladies, an organization which provides free financial consulting for women at risk. I also have led seminars both live and online for women going through divorce, through support organizations such as Untied, and Support and Solutions for Women. During the pandemic I became a New York State Emergency Medical Technician, and am learning to play the guitar. I raised three children as a single mother and live in Briarciff Manor, New York.
Securities Agent: PA, NJ, MI, ME, FL, TN, RI, AL, WA, GA, DE, WY, DC, TX, SD, PR, OH, NY, NC, CA, OR, NH, NE, MO, HI, AZ, NM, MD, MA, IL, ID, CO, AK, CT, MN, VT, SC, VA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1420497
NMLS#: 1420497
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2000 Westchester Ave 1nc
Purchase, NY 10577
US
Direct:
(914) 225-1115(914) 225-1115
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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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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 Maggie Patrick 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)
