Morgan Stanley Private Wealth Management
Mindy B. McGinn, CFP®
Senior Vice President, Wealth Management,
Private Wealth Advisor,
Family Wealth Director
Direct:
(781) 672-5279(781) 672-5279
Toll-Free:
(800) 344-4495(800) 344-4495
My Mission Statement
Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.
My Story and Services
Mindy focuses her talents on helping the team’s clients with a broad range of wealth management needs, including retirement, education and tax planning; business succession planning; estate planning strategies; budgeting and cash-flow analysis; debt management; insurance planning; generational wealth transfer; and philanthropic planning. As a CERTIFIED FINANCIAL PLANNER™ professional, Mindy employs a thorough discovery process to uncover each client’s goals and concerns and then works with the team to develop tangible strategies to address them. She takes care to facilitate thoughtful discussions and effective communication within each family, as well as with their tax and legal advisors, to help ensure that their financial advice is coordinated and comprehensive.
In 2022, 2023, 2024, 2025 and 2026 Mindy was named to the Forbes list of America’s Top Women Advisors and Forbes list of Top Women Wealth Advisors Best-In-State. In 2022 Mindy earned the Morgan Stanley Family Wealth Director designation demonstrating knowledge and experience in the management of significant wealth. In 2023-2026, her team, the Winter Street Group at Morgan Stanley, was recognized by Barron's on their list of Top 250 Private Wealth Management Teams and by Forbes on their list of Best-In-State Wealth Management Teams. She graduated with a degree in Business Administration from the University of New Hampshire, where she was a member of the Division I women’s soccer team.
Mindy lives in Needham with her husband Bryan and their three children where she is a member of the Needham Soccer Club Board of Directors and enjoys coaching her daughter and son for as long as they will let her.
2022-2026 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded 2022-2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
2023-2025 Barron's Top 250 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2023-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
In 2022, 2023, 2024, 2025 and 2026 Mindy was named to the Forbes list of America’s Top Women Advisors and Forbes list of Top Women Wealth Advisors Best-In-State. In 2022 Mindy earned the Morgan Stanley Family Wealth Director designation demonstrating knowledge and experience in the management of significant wealth. In 2023-2026, her team, the Winter Street Group at Morgan Stanley, was recognized by Barron's on their list of Top 250 Private Wealth Management Teams and by Forbes on their list of Best-In-State Wealth Management Teams. She graduated with a degree in Business Administration from the University of New Hampshire, where she was a member of the Division I women’s soccer team.
Mindy lives in Needham with her husband Bryan and their three children where she is a member of the Needham Soccer Club Board of Directors and enjoys coaching her daughter and son for as long as they will let her.
2022-2026 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded 2022-2026) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
2023-2025 Barron's Top 250 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2023-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1537254
NMLS#: 1537254
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Women and Wealth
We have the knowledge and wisdom to help you make the right financial decisions. We are women, daughters, mothers, wives, and divorcees. Because of this, we have compassion. We will walk with you on your journey, hand in hand and judgement free. Together, we will potentially activate your personal greatness going forward.
Women and Wealth Resources
Women often have a more holistic vision for success and define it in very personal terms. In our experience, women investors often look beyond just meeting a performance benchmark and often want to align their financial goals with their personal and social priorities. Read below for more information on the resources available to you.
Women and Wealth ResourcesWomen and Personalized Client Experience
There's no doubt about it — women face a unique set of financial challenges. That is why we are committed to empowering women with the knowledge and tools needed to achieve your goals: whether you're buying a home, starting a family, navigating a divorce, caring for a loved one, or giving back to a cause you care about. Read below for more information on the personalized client experience offered through Morgan Stanley's Women and Wealth.
Women and Personalized Client ExperienceWomen and Investing
Strategies for helping women make well-informed decisions toward finding their balance among their personal, professional, financial and philanthropic goals. Read below for more information on what could be useful in your financial journey.
Women and InvestingWomen and Wealth Planning
Generally, financial life stages fall into three categories: wealth accumulation, preservation, and distribution. An individual's needs change through those stages of life. By understanding your savings, investment, and banking options, you will be better equipped to meet your money goals and needs during each stage.
Women and Wealth PlanningWomen and Philanthropy
Become the Change You Wish to See in the World. Women often play key roles in educating and influencing family members to give; their philanthropic influence may extend far beyond their individual charitable efforts. Help women explore effective philanthropic strategies for maximizing impact.
Women and PhilanthropyLocation
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 672-5279(781) 672-5279
Toll-Free:
(800) 344-4495(800) 344-4495
Fax:
(781) 672-5199(781) 672-5199
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
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
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website 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 may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
