Peggy McLaughlin

After attending Ohio University and University of San Diego, Peggy began her career in the securities industry in 1990 with M.L. Stern & Company. In 1992 she moved to Prudential Securities, which eventually merged with Wachovia Securities and ultimately, Wells Fargo Advisors. Licensed since 1993, she now holds her Series 7 and 63 registrations through LPL Financial.

With over 30 years of industry expertise and hands-on experience, Peggy specializes in collaborating with clients, management companies, and other professionals to deliver exceptional service. Her unique understanding of needs, expectations, and details enables her to foster lasting client relationships. Combining meticulous coordination of financial requirements with her personal touch and deep professional insight, Peggy ensures every client experience is seamless and tailored to their goals.

Peggy was raised in San Diego, CA, likes to travel, golf, ski/snowboard, Padre games and anything in, on or near the ocean.