Sally Ann Weger
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(561) 776-6469(561) 776-6469
Weger Mackay Group at Morgan Stanley
Direct:
(561) 776-6469(561) 776-6469
Toll-Free:
(800) 327-6187(800) 327-6187
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
The Weger Mackay Group is part of the Wealth Management Division of Morgan Stanley. They service high net worth clients which include business owners, divorcees, and retirees.
The team possesses a wealth of education, experience and knowledge as both Sally Ann & Donna are 30 year veterans on Wall Street who worked in the heart of NYC for most of their careers. Their training and backgrounds in both Counseling and Finance allow them to provide a unique approach to helping clients with their finances.
The team possesses a wealth of education, experience and knowledge as both Sally Ann & Donna are 30 year veterans on Wall Street who worked in the heart of NYC for most of their careers. Their training and backgrounds in both Counseling and Finance allow them to provide a unique approach to helping clients with their finances.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
We take a comprehensive approach to our clients’ financial objectives. This includes planning for retirement and other long-term needs, providing lending solutions, assisting with cash management, and building and maintaining custom portfolios to meet these needs. We practice strong risk management and adjust asset allocations based upon macroeconomic changes that can impact our clients’ wealth.
Our clients receive very attentive service and we are easily accessible. Behind the scenes, portfolios are monitored frequently, holdings are evaluated in light of market and economic conditions, and research is on-going. Annual and semi-annual portfolio reviews are provided, in addition to frequent market updates if necessary. There is on-line access availability, and a monthly newsletter via email. We pride ourselves on full service and a great client experience.
Our clients receive very attentive service and we are easily accessible. Behind the scenes, portfolios are monitored frequently, holdings are evaluated in light of market and economic conditions, and research is on-going. Annual and semi-annual portfolio reviews are provided, in addition to frequent market updates if necessary. There is on-line access availability, and a monthly newsletter via email. We pride ourselves on full service and a great client experience.
Our Clients
Our clients are a great group of people. We currently work with 150 households and our client base consists of:
Female Investors
Divorcees
High Net Worth Individuals
Retirees
Employed Individuals approaching retirement
Snowbirds
Golfers
Boaters
Female Investors
Divorcees
High Net Worth Individuals
Retirees
Employed Individuals approaching retirement
Snowbirds
Golfers
Boaters
Community Involvement
The Weger Mackay Group is very involved with a local non profit organization called the Loggerhead Marinelife Center. This organization is an internationally known Ocean Conservation Organization with an emphasis on Sea Turtle Rehabilitation. Our local beaches are very important in South FL to support the health of our Ocean and for both tourism and the health of our local economy.
The Weger Mackay Group participates in monthly beach cleanup
Are members of the Blue Friend Society
Are members of the prestigious Circle of 100
In addition they are supporters of the Whaleman Foundation, the Everglades Foundation, Tunnel to Towers Foundation and Splashes of Hope
The Weger Mackay Group participates in monthly beach cleanup
Are members of the Blue Friend Society
Are members of the prestigious Circle of 100
In addition they are supporters of the Whaleman Foundation, the Everglades Foundation, Tunnel to Towers Foundation and Splashes of Hope
Location
3801 PGA Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Direct:
(561) 776-6469(561) 776-6469
Toll-Free:
(800) 327-6187(800) 327-6187
Meet Weger Mackay Group
Donna Mackay, CFA, CFP®
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(561) 776-6467(561) 776-6467
Joan Lally
Portfolio Associate
Phone:
(561) 776-6456(561) 776-6456
Joan Lally
About Sally Ann Weger
Sally Ann has her Master’s Degree in Counseling & Education from Indiana University, Bloomington, IN. Her career began in NYC where she served for 10 years as an Admissions and Financial Aide Director at a private college. She then transitioned to Merrill Lynch in 1995 where she served as a Financial Advisor in the Private Client Division for nearly 17 years. In 2011 the Weger Mackay Group transferred their practice to Morgan Stanley’s Wealth Management Division. I am now a Senior Vice President with Morgan Stanley and a Portfolio Manager.
Securities Agent: NV, LA, TX, MI, AZ, IN, FL, VA, NJ, CT, AL, MN, ME, MD, WA, DC, CA, NY, IL, PA, NM, NC, GA, WY, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 578303
NMLS#: 578303
About Donna Mackay
Donna Mackay has her Master’s Degree in Finance from Pace University and has held the prestigious CFA, Chartered Financial Analyst credential since 2000. She also holds the CFP, Certified Financial Planner credential as well. Donna has served as an equity trader during the tumultuous markets of the late 90’s and early 2000s. She went on to become a portfolio manager of an equity fund and then joined Sally Ann in 2008, bringing her wealth of experience from the institutional side to the retail side where she now helps individual investors. I have been at Morgan Stanley for 13 years and I am a Senior Vice President and a Senior Portfolio Manager.
Securities Agent: PA, GA, LA, NJ, NC, MD, NM, IN, IL, CT, AZ, AL, TX, FL, MI, WY, NY, MA, VA, MN, CA, WA, NV, ME, DC, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 577847
NMLS#: 577847
Contact Sally Ann Weger
Contact Donna Mackay
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
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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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
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Ready to start a conversation? Contact Weger Mackay Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal 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.
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 and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), 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.
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.
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.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal 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.
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 and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), 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.
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.
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.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
