Welcome

Helping empower clients to have options about their financial futures is the cornerstone on which I’ve built my wealth management practice. Whether I’m helping families develop an effective planned giving strategy to achieve their legacy goals, assisting women plan for retirement, or advising entrepreneurs on how to help grow and protect their businesses, I am dedicated to helping my clients achieve their specific financial goals.

My mission is to provide objective, high quality wealth management advice and state-of-the-art services to enable you to be confident in your financial decisions. I do this by guiding you through a comprehensive process that culminates in the creation and activation of a custom-tailored financial plan that serves as a personalized roadmap for helping attain financial success.

An important facet of my consultative process is identifying your interests, passions and desired legacy objectives. Special attention is given to deeply understanding your perspective on philanthropic activities and social issues, so that I may help develop a customized wealth management plan that aligns your personal values with investment strategies and sophisticated planned giving solutions that support your long-term goals for your family, your business or your altruistic endeavors.

In closing, I believe that every individual’s circumstances and resources are unique. My clients entrust me to assist in optimizing their finances, as I manage their wealth with the highest regard and respect for the manner in which it was earned. By providing progressive financial planning strategies, tactical portfolio management and steadfast personal communication, I will work seeking to empower you to focus on life’s priorities with confidence, while I work on your behalf to help with continued prosperity.
Services Include
  • Philanthropic Services
  • Retirement Planning1
  • Life Insurance2
  • Asset Management3
  • Executive Financial Services4
  • Institutional Services
  • Business Succession Planning5
  • Cash Management6
  • Endowments and Foundations7
  • Estate Planning Strategies8
  • Financial Planning9
  • Alternative Investments10
  • Structured Products11
  • Trust Services*
Securities Agent: CT, VA, TX, NY, NV, NJ, NC, MD, MA, IN, IL, GA, FL, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 175610
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • College of Holy Cross Worcester, Massachusetts
  • Series 7 Licensed, Series 63 Licensed, Series 65 Licensed
  • Life Insurance, Accident & Health Insurance, Variable Life, Variable Annuities

Honors

2000-2005 – Women & Company, Citibank 

Pam McGinley selected to help develop and implement financial planning for Fortune 500 Senior Executive Women, on the Citibank platform.

Co-Captain of Women’s Varsity Crew team at Holy Cross

    Experience

    1980 - 1983: The Chemical Bank
    Assistant Vice President
    Financial Institutions Group

      Location

      1 Fawcett Place
      3rd Floor
      Greenwich, CT 06830
      US
      Direct:
      (203) 861-5712(203) 861-5712
      Toll-Free:
      (800) 366-0611(800) 366-0611
      Fax:
      (203) 661-4280(203) 661-4280
      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      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
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

      Many of us face money worries. You may be able to get advice and education from an unexpected source.

      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
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Your Financial World. On the Go.

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      Access Morgan Stanley Online

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      Ready to start a conversation? Contact Pam McGinley today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      6Morgan 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

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

      9Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      10Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      11Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

      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 suitable 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”) 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.


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