Greg Vaughan
Greg Vaughan has provided customized investment advice for over 30 years and has been with Morgan Stanley since 1980. As a Managing Director, Vaughan is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results. He and his team help develop customized wealth management solutions for entrepreneurs, venture capitalists, private foundations/endowments and privately controlled corporations. He and his partners manage fixed income, equity and other types of investment portfolios on behalf of their clients.
Greg Vaughan Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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BS, Business and Finance
Recent Recognition
• Barron’s Magazine has named Greg America’s number one advisor on their listing of the nation’s Top 100 Financial Advisors for years 2009, 2011, 2012, 2013, 2014, and 2015
• For nine consecutive years, Greg has been featured as one of the top five advisors on Barron’s Top 100 Financial Advisors
• Research Magazine ranked Greg and his partners’ team, The 545 Group at Morgan Stanley, as the number one wealth management team in America in 2006, 2007, 2008, and 2009