The Vaughan Group | La Plata, MD | Morgan Stanley Wealth Management

Geopolitical Perspectives

Date: March 5th, 2026

Geopolitical Perspectives with Admiral McRaven

Date: February 19th, 2026

American Exceptionalism: The Great Rebalancing

Date: Monday, September 8th, 2025

Understanding Market Dynamic

February 2025

Home Buying

March 2025

Tying the Financial Knot

April 2025

Money & Saving: Financial Planning and Why it Matters to Me

May 2025

Location

107 Centennial St.

Ste 102A

La Plata

,

MD 20646

US

Direct:

(301) 645-9304(301) 645-9304

Toll-Free:

(800) 992-3194(800) 992-3194

Meet The Vaughan Group

Gary Vaughan

Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®

Phone:

(301) 396-3190(301) 396-3190

View My Bio

Katharine Vaughan Myers, CFP®, CRPC®

Vice President, Wealth Management, Financial Advisor, Resident Manager

Phone:

(301) 396-3186(301) 396-3186

View My Bio

Phyllis Laidley

Client Service Associate

Phone:

(301) 645-9304(301) 645-9304

View My Bio

Alexis Corcoran

Client Service Associate

Phone:

(301) 396-3197(301) 396-3197

View My Bio

About Gary Vaughan

Gary was born and raised in La Plata. He graduated with a Bachelor’s degree from St. Mary’s College of Maryland and later received a Master’s degree from the University of Maryland. His career as a financial advisor began in 1986 with a national firm in Annapolis.
In 1991, Gary joined the Legg Mason office in Waldorf, Maryland, as their second employee. Since then, Legg Mason was acquired by Smith Barney, which was then acquired by Morgan Stanley. Through all of the name changes, the office has remained the same, focused on taking care of clients. Gary’s daughter, Katie joined the practice in 2006, and The Vaughan Group was formed in 2008.
When not working, Gary enjoys reading, travel, gardening, skeet shooting and being with his family. He is an active member of Sacred Heart Church, and still resides in Southern Maryland, with his wife of 50 years, Sharon. Gary gets a great deal of satisfaction in crafting family financial roadmaps, and working with his clients.

Securities Agent: MI, WV, AL, NV, AZ, WA, DE, FL, DC, KY, MA, NC, NM, NY, MD, VT, TX, TN, SC, VA, RI, PA, OH, MN, GA, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative

About Katharine Vaughan Myers

Katie is a Financial Advisor and the Resident Manager at the La Plata, Maryland office. She holds the designations of Certified Financial Planner and Chartered Retirement Planning Counselor. After graduating from Sweet Briar College with degrees in Mathematics & Economics, Katie joined the firm in July of 2006 as a Client Service Associate. In January of 2008, Katie became a Financial Advisor, thus forming “The Vaughan Group” with her father Gary.
Katie enjoys working with individuals and families to help folks meet their financial goals. From saving for a child or grandchild’s education to planning for one’s own retirement, with their combined experience, The Vaughan Group has been crafting family financial roadmaps for over 30 years.

Securities Agent: WY, VT, VI, OR, NH, OK, NJ, ME, LA, KS, ID, AK, IA, TX, MT, PR, AL, MO, WA, GA, WI, TN, CO, DC, PA, WV, CA, NM, NV, SD, NY, ND, SC, OH, NE, CT, VA, AR, MN, AZ, UT, MD, KY, MA, IN, HI, MS, IL, MI, RI, NC, DE, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2705195

About Phyllis Laidley

Phyllis Laidley joined the Vaughan Team in April of 2014, as a client service associate. She enjoys working in the wealth management industry and particularly enjoys getting to know the amazing clients and servicing their needs. Phyllis is the administrative backbone of the team, with a vast knowledge of account options, processes & protocols, and as such, ensures that clients have a wonderful administrative experience.
Phyllis is a wife and mother of four amazing daughters and three son-in-laws. She is a proud nana to eight wonderful grandchildren. She counts her blessings as she watches her family grow. She is also an active member of Sacred Heart Church in La Plata and loves to volunteer in the various outreach ministries.
Phyllis enjoys being a part of the Vaughan Group, as together they help craft family financial roadmaps for current and future clients.

About Alexis Corcoran

Alexis joined the Vaughan Team as a Client Service Associate in November 2025. She graduated from the University of Maryland Global Campus with a degree in Health Services Management. She is currently working on completing her master’s degree in Business Administration with an anticipated graduation of May 2026.
Alexis enjoys interacting with potential and existing clients, gaining hands-on experience with how to complete financial tasks, and using her technology expertise within the day-to-day operations at the office. Alexis resides in Southern Maryland and enjoys visiting new places, taking her dogs on walks, and spending time with her family. She volunteers as a CCYL assistant youth softball coach in the Spring season.

Wealth Management

Global Investment Office

Portfolio Insights

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

A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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

Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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

529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.

Succession Planning
Business Planning
Qualified Retirement Plans

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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

Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Ready to start a conversation? Contact The Vaughan Group today.

Market Information Delayed 20 Minutes

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.

¹Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

²Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

³Morgan 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

⁴Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

⁵Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

⁶An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.

Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.

⁷Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

⁸Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

⁹Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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

¹¹Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.

¹²When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

¹³When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.

¹⁴Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.

¹⁵Morgan 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.