Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

McLaughlin_WMP

  • Daniel McLaughlin, CFP

    Daniel M. McLaughlin, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV

    Daniel M. McLaughlin is a graduate of the Miami University Farmer School of Business and has over 40 years of experience in the financial services industry. Integrity, individualized attention and discretion are the hallmarks of his practice, and Mr. McLaughlin makes it a priority to facilitate his clients' understanding of the rewards and risks inherent in their total portfolio. Mr. McLaughlin and his team endeavor to work closely with clients, providing tailored wealth management solutions and customized asset management to families and individuals.

    Currently assets under management exceed $400 million.

    Personal & Community

    • Member - Boston Committee on Foreign Relations
    • Member - Winchester Country Club, Winchester MA
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Miami University, Bachelor of Science in Business
    • CERTIFIED FINANCIAL PLANNER®
    One Post Office Square
    33rd Floor
    Boston, MA 02109
    daniel.mclaughlin@ubs.com
    Daniel M. McLaughlin, CFP
    One Post Office Square,Boston,MA,02109
  • C.McLaughlin

    Catherine McLaughlin

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV

    Catherine J. McLaughlin joined UBS in 2019 as a member of the Wealth Management Development Program. Over the course of two years within the program, she developed her knowledge of holistic wealth management planning. Prior to UBS Catherine spent seven years in London, where she studied at The London School of Economics and Political Science and received both her Bachelor of Science and Master of Science in Economic History. Upon graduation, Catherine worked at Fitzrovia Post as the company’s commercial manager.

    As a member of McLaughlin Wealth Management Partners, Catherine is focused on providing clients with tailored financial plans built around their goals and values. Catherine resides in Charlestown with her husband Chris. She enjoys running, traveling, and cooking.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • London School of Economics and Political Science, Master of Science, Economic History: 2016
    • London School of Economics and Political Science, Bachelor of Science, Economic History: 2014
    • CERTIFIED FINANCIAL PLANNER®
    One Post Office Square
    35th floor
    Boston, MA 02109
    catherine.mclaughlin@ubs.com
    Catherine McLaughlin
    One Post Office Square,Boston,MA,02109
  • Daniel E. McLaughlin

    Daniel E. McLaughlin

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV

      • Northeastern University, Bachelor of Science in Business Administration, Concentration in Finance
      • Accredited Wealth Management Advisor℠
      One Post Office Square
      35th floor
      Boston, MA 02109
      daniel.e.mclaughlin@ubs.com
      Daniel E. McLaughlin
      One Post Office Square,Boston,MA,02109
    • Megan Scolaro Profile Photo

      Megan Scolaro

      Client Associate

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      • MA
      • ME

      Megan K. Scolaro is a graduate of the Syracuse University College of Arts and Sciences and has worked with Dan for the past 23 years. In her role as a Registered Client Service Associate, Megan's key objective is to provide an exceptional client experience. She makes it a priority to anticipate the individual needs of each client and ensure their instructions are carried out in an efficient and timely manner.

        • Syracuse University College of Arts and Sciences
          One Post Office Square
          35th floor
          Boston, MA 02109
          megan.scolaro@ubs.com
          Megan Scolaro
          One Post Office Square,Boston,MA,02109
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          Linda Det Meth

          Client Associate

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          • MA

          Linda Det Meth graduated from Simmons College in 2007 with a double major in Economics and Philosophy. She has worked with Dan and Megan for the past 15 years, and utilizes her operational and administrative expertise as a Registered Client Service Associate to address clients' issues and concerns. Linda is currently FINRA registered with her Series 7 and 63 licenses.

            • Simmons College, double major in Economics and Philosophy
              One Post Office Square
              35th floor
              Boston, MA 02109
              linda.det@ubs.com
              Linda Det Meth
              One Post Office Square,Boston,MA,02109
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            Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

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