Wealth advice for your life's goals

• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• LA
• MA
• MD
• ME
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• NC
• NH
• NJ
• NY
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• 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, 2024, 2025The 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®

• 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, 2024, 2025The 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®

• 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 is a Financial Advisor with nine years of experience in the financial services industry. Over two of those years were spent as a Wealth Planning Associate at UBS covering the Greater New England market, where Daniel supported Financial Advisors and provided their clients with financial plan design, strategies and implementation. Since joining the team, Daniel has continued to prioritize financial planning strategies for clients, along with investment allocation and investment strategy research.

Daniel is a graduate of Northeastern University, where he majored in Finance. Throughout his college years, he was part of the Global Markets Division at State Street Bank, specifically working with the Transition Management and Equity Trading teams. After graduating, he worked at MFS Investment Management as a Regional Sales Representative, operating alongside Financial Advisors to provide clients with tailored investment strategies.

He has Series 6, 7, 63 and 66 licenses with FINRA and is an Accredited Wealth Management Advisor (AWMA). He currently lives in South Boston with his wife, Alivia. When out of the office, he enjoys saltwater fishing, golfing, and cooking.

• Forbes Best-in-State Wealth Management Teams, 2025The 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.

• Northeastern University, Bachelor of Science in Business Administration, Concentration in Finance

• Accredited Wealth Management Advisor℠

• 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

• 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