Welcome

My goal is to help my clients - individuals, families, small businesses and non-profit organizations - prepare for their financial future and address significant, immediate financial events. I accomplish this by assessing a client’s current financial picture, guiding them to articulate and quantify their financial goals and needs, then building and implementing a financial strategy incorporating investments, insurance and cash management. A cornerstone of this process is the development of each client’s personal LifeView® financial plan. As a Morgan Stanley financial advisor, I also facilitate clients’ access to my firm’s world-class stock and bond research, investment banking services, alternative investments, and foundation/endowment management resources.

Email me at peggy.sheridan@morganstanley.com
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Cash Management2
  • Divorce Financial Analysis3
  • Financial Planning4
  • Lending Products
  • Life Insurance5
  • Annuities6
  • Municipal Bonds7
  • Retirement Planning8
  • Sustainable Investing9
  • Long Term Care Insurance10
Securities Agent: AR, AZ, CA, CO, CT, FL, GA, MA, NJ, NV, NY, OR, TX, UT; Investment Advisor Representative; General Securities Representative
NMLS#: 1800837
CA Insurance License #: 0H58990
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Wealth Management Process

DISCOVER
Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.

CREATE
We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
• Plan for retirement
• Provide healthcare protection for yourself and your children
• Revise your estate plan

ACT
Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.

ADJUST
Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

    Goals Planning System

    Life is big. Let's plan for it.

    Our Goals Planning System (GPS) is an innovative platform that aligns your investments with your goals.

    1. Discover and quantify your goals    

    2. Advise on an investment process to meet your needs

    3. Implement a tax-efficient approach

    4. Periodically track progress

    In a world that constantly changes, you need a tailored wealth plan that can evolve with you. We are here to bring clarity and focus on what matters most to you.

    We first work with you to determine your goals and outline your financial portrait, and then advise you on a plan customized to your specific goals. We then periodically track your progress as you move through life, helping you adjust when necessary.

      Manage Your Financial Life & Beyond 

      Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.

        Client Service Team

        Molly Ryan is the team’s Senior Registered Service Associate. She is dedicated to delivering a caring and detailed client experience, as she provides all of the team’s administrative and operational services, including important transactional services for all of our trusted clients. Molly is a true professional. She will focus on identifying solutions for each client that will deepen relationships, and ensure an uplifting client experience.

        Molly brings 27 years of experience to the team. Molly began her career in Corporate Finance and Investor Relations, before moving to the retail side of the business. She started at the old Dean Witter in San Francisco before transferring to the Pasadena office in 1995.

        Molly is a Pasadena native, and moved back to her old neighborhood in 1995 to be near her family, where she purchased a Condo in 2001. Molly enjoys going to Art Films at the local independent theatre, and loves to travel to Europe once a year. She volunteers at the SPCA and a local Catholic Charity.

        Molly has her Series 7 and 66 licenses administered by FINRA (Financial Industry Regulatory Authority).

          Location

          55 South Lake Ave
          Ste 700
          Pasadena, CA 91101
          US
          Direct:
          (626) 405-9366(626) 405-9366
          Toll Free:
          (800) 488-1240(800) 488-1240
          Fax:
          (626) 795-7386(626) 795-7386
          From My Desk

          LifeView Goal Analysis Sample Plan


          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
          Five Smart Strategies to Use a Bonus or Raise

          Five Smart Strategies to Use a Bonus or Raise

          Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

          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
          Financial Transition: A Guide for Women

          Financial Transition: A Guide for Women

          Here's how to take control of your finances if a death or divorce leaves you holding the reins.

          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
          6 Keys to Building a Startup

          6 Keys to Building a Startup

          Entrepreneurs share ideas and learnings from the experience of starting a company.

          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
          A New Roadmap for Mission Alignment

          A New Roadmap for Mission Alignment

          Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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          Access Morgan Stanley Online

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          Ready to start a conversation? Contact Peggy Sheridan 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.

          2Morgan 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

          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.

          4Morgan 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.

          5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

          8Morgan 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.

          9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

          10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          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.


          CRC 2019752 10/2018