Insight-based advice

Perrigo Magner McCarthy

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.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David Perrigo Profile Photo

    David Perrigo

    First Vice President–Wealth Management

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    Aside from being an accomplished and recognized Wealth Advisor for the past twenty years, David has a history of community service, including serving as a past Vice Chairman of the Board for the Penfield Children’s Center in Milwaukee’s inner city. He has two sons, Brady (General Partner for a private equity fund in New York City) and David II (Financial Analyst for a sports marketing firm in Milwaukee). David has raced sailboats his entire life. He is a multiple-term board member and has served as past Commodore of the Pewaukee Yacht Club and currently serves on the Board of Directors for the Inland Lake Yachting Association. David has also served as treasurer of the Arrowhead Blue Line Hockey Club and for the Waukesha County Executive. David earned a B.A. in economics and M.P.A. in public policy and finance from the University of Wisconsin – Madison. He subsequently obtained Series 7, 8, 9, 10, 63 and 65 securities licenses, as well as life and health insurance licenses.

      • University of Wisconsin – Madison, B.A. in Economics and M.P.A. in Public Policy and Finance
      • Wealth Advisor
      17775 West Bluemound Road
      Brookfield, WI 53045
    • Lynn Marie Magner Profile Photo

      Lynn Magner

      Vice President–Wealth Management

      Financial Advisor

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      Lynn has over 20 years of experience in financial and client services. Prior to joining UBS, she was with Morgan Stanley Dean Witter. She is currently a Vice President at the UBS with offices located in downtown Milwaukee and Brookfield, WI. Although her expertise extends to asset management, education planning, and trust and estate planning, she has made retirement planning a mainstay of her business. Lynn was awarded a B.S. from the University of Wisconsin – La Crosse, and subsequently obtained Series 7, 31 and 66 securities licenses, as well as life and health insurance licenses. More impressively, she has earned designation as a Certified Financial Planner (CFP), as a Chartered Retirement Planning Counselor (CRPC), and as a Certified Divorce Financial Analyst, (CDFA).

      Outside of work, Lynn is active with the Collaborative Family Law Council of WI, Feeding America, Next Door Milwaukee, and Make-A-Wish WI. Lynn's husband, Neil, is a lawyer with Magner & Hueneke in Greenfield, WI. Lynn and her husband, have a son, Jonathan, and a daughter, Genevieve.

        • University of Wisconsin – La Crosse, B.S.
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Planning Counselor℠
        • Certified Divorce Financial Analyst
        17775 West Bluemound Road
        Brookfield, WI 53045
      • Lee McCarthy Profile Photo

        Lee Mccarthy

        Account Vice President

        Financial Advisor

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        Lee has over 15 years of experience in financial services industry. He has transitioned to a Financial Advisor in our Brookfield office after working as a Wealth Strategy Associate in our Milwaukee office for the last 5 years. Prior to moving into private wealth management, he was working with an institutional fixed income sales team in one of our New York offices. Lee has obtained his Series 7, 63, and 66 securities licenses and is working towards becoming a Certified Financial Planner®. He earned a B.A. in finance from University of Rhode Island.

        In his free time, Lee enjoys golfing, running and spending time with his wife, Erin and their three boys (Declan 7, Cormac 5, and Seamus 2).

          • University of Rhode Island, B.A. in Finance
            17775 West Bluemound Road
            Brookfield, WI 53045
          • Andrew Rehorst Profile Photo

            Andrew Rehorst

            Wealth Strategy Associate

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            Andrew has two years of experience in the financial services industry. He has been working at UBS as a Registered Client Service Associate since 2015. He is a recent graduate of UW-Milwaukee with a B.S. in Finance and Marketing. Andrew has obtained his Series 7 and 66 securities licenses. During his free time, Andrew enjoys golfing, biking and playing hockey.

              • UW-Milwaukee, B.S. in Finance and Marketing
                17775 West Bluemound Road
                Brookfield, WI 53045

              Your 401(k)'s lifetime income illustration

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              How do you plan confidently for the retirement you want?

              Start by building a strategy based on the resources and needs over the course of your life.

              Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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