Maggie Patrick, CFP®, CDFA® is a Financial Advisor and Vice President at Morgan Stanley in Purchase, NY. She has a mission to support women building security and freedom through prudent investing and financial planning. She has appeared on numerous panels in Brooklyn, Manhattan and Westchester with Savvy Ladies, Support and Solutions for Women, and Untied, as well as conducted seminars for Westchester attorneys and their clients. She has worked in wealth management since 2012.
She did her CFP coursework at NYU’s School of Taxation and Finance, and her undergrad at Bowdoin College. She is the single mom of three young adult children and lives in Briarcliff Manor.
