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.

Peggy has a deep appreciation for the client experience with her number one priority being excellent client service. She oversees our daily operations, client relations as well as compliance matters.

Peggy has spent most of her life in San Diego, CA, likes to travel, ski/snowboard, golf, Padre games and anything in, on or near the ocean.