Greg Vaughan
Greg Vaughan has provided customized investment advice for over 30 years and has been with Morgan Stanley since 1980. As a Managing Director, Vaughan is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results. He and his team help develop customized wealth management solutions for entrepreneurs, venture capitalists, private foundations/endowments and privately controlled corporations. He and his partners manage fixed income, equity and other types of investment portfolios on behalf of their clients.
Greg Vaughan Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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BS, Business and Finance
- Greg has been named by Barron's Magazine as #1 advisor on the nation's Top 100 Financial Advisors for years 2009, 2011, 2012, 2013, 2014, and 2015.
- He has been featured as one of the five advisors on Barron's Top 100 Financial Advisors for nine consecutive years.
- The 545 Group (Greg and his partner's team) was named as the #1 wealth management team in America in 2006, 2007, 2008, and 2009 by Research Magazine.
- He was ranked #6 on Forbes List America's Top Wealth Advisors 2020.
- He was ranked #2 on Forbes Best-In-State Wealth Advisors 2020.