My Story

Margaret brings nearly two decades of experience advising clients, with a focus on family offices and entrepreneurs. She serves as an advisor for ultra-high-net-worth individuals and families, leveraging the full breadth of Morgan Stanley’s resources. Her career has been defined by a commitment to putting clients first, leading with integrity, and delivering thoughtful, team-based solutions rooted in optimism and long-term trust.

Before founding The 2100 Group within Morgan Stanley’s Private Wealth Management business, Margaret spent over 16 years at J.P. Morgan, where she held leadership positions in both San Francisco and New York across Private Banking, Human Resources, and Marketing. As Head of Analyst and Associate Programs, she led strategy for the firm’s early-career initiatives—impacting thousands of employees globally—while championing a culture of growth, excellence, and mentorship.

Margaret’s approach to wealth management is grounded in a deep understanding of the complexities families face when managing generational wealth. She thrives in collaborative environments and is passionate about helping clients bring structure and clarity to their financial lives—always through the lens of what matters most to them.

Originally from St. Louis, Margaret graduated from DePaul University in Chicago with a B.A. in Business Administration. Now based in Denver, she shares her love of adventure and good food with her husband, Travis, and their two sons, Cullen and Carter. She’s an avid runner, having completed several marathons and half-marathons, and is always seeking her next great travel or culinary discovery. Margaret is active in her community, serving on the Endowment Board of the Denver Botanic Gardens and volunteering regularly.
Services Include
  • Comprehensive Wealth Planning
  • Open-Architecture Platform
  • Cash Management & LendingFootnote1
  • Tax, Trust & Estate AdvisoryFootnote2
  • Philanthropy Management
  • Family Governance & Wealth Education
Securities Agent: SC, CT, WY, WI, WA, VI, ND, MO, MD, DC, VT, RI, NE, UT, SD, PA, NV, NJ, MI, MA, HI, DE, AZ, AR, AL, AK, VA, MN, GA, PR, OH, NM, IN, TX, TN, ME, CO, CA, OK, NH, NC, MS, IL, ID, WV, OR, NY, MT, LA, KY, KS, IA, FL; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.

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    Morgan Stanley Online

    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app. Access your finances and invest in an instant with the help of this handy resource that is available 24/7.

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    Total Wealth View

    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.

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    Portfolio Risk Platform

    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.

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    Complimentary Perks Program

    Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm.

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EXPERIENCE THAT TRANSCENDS INDUSTRIES

We work with a national clientele of financially successful families and individuals, building close working relationships that often span several decades and multiple generations. While our clients tend to share the complex, multigenerational planning issues common among highly affluent families, they also face unique challenges that are specific to the ways in which they created their wealth.
    Entrepreneurs
    We work with younger entrepreneurs who are in the startup phase of their enterprises, and seasoned leaders who have built and monetized multiple ventures.
    Financial Wellness Resources
    Principal Investors
    We work with partners and employees of successful venture capital, private equity, and hedge funds.
    Executive Services
    Families
    We provide the younger generations of our ultra-high net worth families with opportunities to pursue private investment vehicles for the family portfolio.
    Family Office Home
    Next Generation
    Financial literacy means being equipped with the knowledge to help make smart financial decisions during every stage of your life. Having resources to share with loved ones can help.
    Financial Literacy Resources

Location

1550 Market Street
Suite 600
Denver, CO 80202
US
Direct:
(303) 572-4088(303) 572-4088
Wealth Management
Global Investment Office

Portfolio Insights

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Signature Access
  • Business Services
Funding Climate Action: Pathways for Philanthropy
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Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.
Ready to start a conversation? Contact Margaret Boyle today.
1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

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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:
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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)