Let's move forward. Together.

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

    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. Mr. McLaughlin's key objective is to be a trusted wealth advisor to his clients. 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 $380 million.

    Personal & Community

    • Member - Boston Committee on Foreign Relations
    • Member - Winchester Country Club, Winchester MA

      • Miami University, Bachelor of Science in Business
      • CERTIFIED FINANCIAL PLANNER™
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • C.McLaughlin

      Catherine McLaughlin

      Financial Advisor

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

      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.

        • 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
          One Post Office Square
          32nd and 33rd floors
          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
              32nd and 33rd floors
              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
                  32nd and 33rd floors
                  Boston, MA 02109

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

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                UBS is a world-leading wealth manager