

Patricia A McGinley

My Mission Statement
Welcome
With many decades of experience at Morgan Stanley, Pam McGinley provides comprehensive wealth strategies and solutions to wealthy families, founders of privately held companies, and shareholders. Pam is a long-time team member of the New York Fourth Avenue Group. The New York Fourth Avenue Group was recognized as one of the 2024 Forbes America's Top High Net Worth Wealth Management Teams.
Pam works with Morgan Stanley's Private Markets Transactions Platform to offer resources including Morgan Stanley at Work and Employee Stock Ownership Plans. Clients are introduced to unparalleled solutions for shareholders equity compensation, 409A valuations, cap table management, IPO readiness, employee wellness, and stock liquidity.
As a seasoned Alternative Investments Director, Pam is among a select group of advisors who have demonstrated a high level of knowledge in the alternative investment landscape. She has worked with many top-level executives in the healthcare and technology sector, as well as venture capital and private equity.
Since 2020, Pam has consistently been named a Forbes Top Women Wealth Advisors*. This award is given to the country's most successful advisors based on criteria noted below.
Pam is a proud mother of three daughters and currently resides in Greenwich, CT. In her free time, she enjoys opportunities to play competitive golf all over the United States of America.
*2020-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2020-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Sept of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2024 Forbes America's Top High Net Worth Wealth Management Teams Source: Forbes (Awarded Nov. 2024) Data compiled by SHOOK Research LLC for the period 3/31/23–3/31/24 https://lnkd.in/etfAkW8g
NMLS#: 175610
Location
Meet My Team
About Gregory Keefer
Experience & Education
Morgan Stanley
- Financial Advisor, Sep 2015 – Present
- Portfolio Manager, Jun 2008 – Sep 2015
ClearBridge
- Associate Portfolio Manager, Mar 1998 – Jun 2008
• Fordham University, Master's in Finance, 2004
• University of Delaware, BA in Political Science and Government and Economics, 1993
About Ashley Angelo
Email: Ashley.angelo@morganstanley.com
The Power of Partnerships
About Daniel Baez
He earned his undergraduate degree from St. John’s University and received the Financial Planning Specialist® designation from the College for Financial Planning. Daniel is originally from Plainview, New York and currently resides in Bethpage, New York.
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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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
4Morgan 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.
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.
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7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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.
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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.
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Awards Disclosures