Maggie Patrick

Background

About Maggie Patrick

I joined Morgan Stanley as a Financial Advisor in 2022. In 2025, I joined the Hanes Haber group. I'm excited and honored to be part of such a dedicated and experienced group of advisors. I was previously a Financial Advisor at Merrill Lynch from 2015-2022, and before that at Ameriprise Financial from 2011-2015, where I was an Associate Financial Advisor and financial planner. In 2016, I obtained the CERTIFIED FINANCIAL PLANNER(r) designation through New York University's School of Continuing and Professional Studies. I feel very fortunate to work at Morgan Stanley, where the broad range of products and services help me to create innovative investment strategies to meet my client's needs. The services I offer cover many aspects of family wealth management, including cost-efficient investment portfolios, retirement, education planning, aging parent issues, divorce, estate planning strategies, and insurance. Because all clients and families see their finances in a unique way, the investment guidance I provide is tailored to each client's risk tolerance and time horizon. Our discussion boils down to one question: what is the purpose of your money? Once this question is clarified, we create a strategy. By analyzing the most current research, and identifying potential impacts to clients' existing holdings, I try to get ahead of economic trends. During periods of volatility, I find that it is important to stay in contact to provide guidance, answer questions, and make adjustments as necessary. Creating cost effective portfolios is a paramount concern for most clients, so I make it a point to be transparent about costs. Because I meet with clients regularly throughout the year, I grow to understand my clients' lives, goals and priorities, and can help prepare for the unexpected. It is my privilege to provide this financial guidance. I work with clients from a variety of backgrounds, and have an additional focus on helping women rebuild their lives financially after a divorce.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.