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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Margaret Carey

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MS
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VT
  • WA
  • WY

Education

  • Columbia Graduate School of Business
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-3962

Email Me

Margaret Carey is also part of:
The Carey Group

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A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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