Senior Vice President Wealth Advisor@ Pinnacle Private Wealth
Boston, Massachusetts, United States
Hugh Maginnis
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Villanova University
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FlashIntel GPTHugh Maginnis is a highly experienced financial advisor with over 20 years of work experience. He specializes in series 7, financial advisory, retirement planning, and securities. Currently, he serves as the Director of Wealth Management at RPg Family Wealth Advisory, Partner. Throughout his career, he has held various senior positions at reputable financial institutions such as Pinnacle Private Wealth and Morgan Stanley. With a strong background in portfolio management and investment strategies, Hugh is skilled in strategic financial planning and asset allocation. He is based in the United States.
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About
Director Wealth Management at RPg Family Wealth Advisory, Partner
Work Experience
Senior Vice President Wealth Advisor
Financial Services
Hugh Maginnis's Professional Milestones
- Financial Advisor (2003-04-01~2007-07-01): Provided strategic financial guidance to clients, elevating their long-term financial goals and maximizing their future goals.
- Financial Advisor (2007-07-01~2011-09-01): Provided strategic strategies to clients, maximizing their financial success and minimizing risk.
Education
Finance,
Bachelors,
Bachelor Of Science
1988-1992Skill
Series 7
Financial Advisory
Retirement Planning
Securities
Alternative Investments
Asset Management
Portfolio Management
Equities
Finra
Series 65
Investments
Series 63
Investment Strategies
Retirement
Investment Advisory
401k
Fixed Annuities
Fixed Income
Strategic Financial Planning
Investment Management
Hedge Funds
Estate Planning
Etfs
Series 6
Wealth Management Services
Mutual Funds
Wealth Management
Finance
Asset Allocation
Certification
Colleagues
Deb Ray, CRPC
client relationship manager at pinnacle private wealth
Joseph Siciliano
Vice President | Wealth Manager
KRISTEN sHUTT
operations manager at pinnacle private wealth
Paul Brissenden
Vice President
Timothy Lewis
Director of Recruiting and Branch Development
Other Named Hugh Maginnis
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Hugh Maginnis's social media include: Linkedin,
Hugh Maginnis works for Pinnacle Private Wealth
Hugh Maginnis's role in Pinnacle Private Wealth is Senior Vice President Wealth Advisor
Hugh Maginnis works in the industry of Financial Services
Hugh Maginnis's colleagues are Deb Ray, CRPC,Joseph Siciliano,KRISTEN sHUTT
Hugh Maginnis's latest job experience is Senior Vice President Wealth Advisor at Pinnacle Private Wealth
Hugh Maginnis's latest education in Villanova University
