About Us

As a steward of our clients' wealth, we are committed to bringing organization and structure to the financial complexities that our clients face. Whether they're seeking to accumulate wealth, invest for income, foster financial security for future generations or address the financial needs of a business, we develop strategies that achieve specific goals. Our team of five professionals is able to align our financial advice and guidance with each client's personal beliefs and values, because we maintain a singular focus of developing meaningful, long-term relationships centered on trust.
Services Include
  • Executive Financial Services1
  • Stock Option Plans2
  • Business Planning3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Financial Planning6
  • Life Insurance7
  • Cash Management8
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

221 East 4th St Atrium Two
22 Fl
Cincinnati, OH 45202
US
Direct:
(513) 852-4414(513) 852-4414
Toll-Free:
(800) 659-6599(800) 659-6599

Meet The McLaughlin Wealth Management Group

About Me

Kyle leads the McLaughlin Wealth Management Group at Morgan Stanley. Kyle joined Morgan Stanley in 2013 and has 26 years of experience in the financial services industry. He is a cum laude graduate of Xavier University with a degree in Economics. Kyle holds FINRA series 7, 65, 63 licenses, CLU® and ChFC® designations, and is a Certified Financial Planner™. Kyle focuses on advising equity-compensated individuals and closely-held business owners on asset management, retirement planning, risk management, legacy planning, and other significant life events. Kyle and his team manage funds for individuals and corporations across the United States.

Kyle is active with many charitable organizations, especially The Cure Starts Now. He enjoys golf, travel, and supporting the Xavier Musketeers. He is married with seven children, resides in Hyde Park, and is a member of Cincinnati Country Club.
Securities Agent: TX, OH, WI, VA, UT, TN, SC, PR, PA, NY, NV, NH, NC, MO, MN, MI, MA, KY, IN, IL, GA, FL, DC, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1294001

About Me

Terry is a Financial Advisor with the McLaughlin Wealth Management Group. He is a Certified Investment Management Analyst (CIMA)® which is a premier certification for investment consultants and advisors. Terry is responsible for the design and implementation of investment portfolios tailored to meet each client’s unique planning needs. He is a key partner to Kyle McLaughlin and Bob Niehaus on retirement planning, risk management, and legacy planning.

Terry was an economics teacher for 12 years in Akron, Ohio before joining his college roommate, Kyle McLaughlin, in the practice. He has his BSBA from Xavier University in Economics and MEd in Educational Administration from the University of Akron. Terry has coached high school football and enjoys golf and travel. He is married to Maureen Regan. They have one adult daughter and live in Northern Kentucky.
Securities Agent: TX, OH, WI, VA, UT, TN, SC, PR, PA, NY, NV, NH, NC, MO, MN, MI, MA, KY, IN, IL, GA, FL, DC, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1282658

About Me

A team member since January 2019, Mary Lynn brings with her 21 years of experience in the financial services industry. She not only has depth of knowledge, but a history of outstanding client care as well. She is responsible for operational support of the team.

Mary Lynn is a graduate of Miami University in Ohio. In addition to travel and sports, she enjoys spending time with family and friends. Mary Lynn resides in Northern Kentucky with her husband, Don, and her two teenage children.

About Me

Maureen joined the team in 2018 after 30 years working in development where she interfaced with donors, prospective students, and families of private schools. She built lasting relationships through her genuine care for others and the mission of the institutions. Maureen brings that care to her new role where she strives to enhance the client experience and provide concierge-level service.Maureen has degrees from Purdue University and Indiana University and is an avid supporter of both schools. She is married to Terry Regan, longtime Financial Advisor on the team. They have one adult daughter and reside in Northern Kentucky.
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
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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
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Ready to start a conversation? Contact The McLaughlin Wealth Management Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Tax 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.

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.

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 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.

5Morgan 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.

6Morgan 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.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Morgan 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

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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