People

Greg Vaughan

Greg Vaughan

Formal First Name
Gregory (Greg)
Link

Greg Vaughan is the Founder and Managing Director of The 545 Group, a multi-generational team of investment professionals within Morgan Stanley's Private Wealth Management division. For over 40 years, Greg and his team have focused exclusively on the financial needs of highly accomplished entrepreneurs, venture capitalists, private foundations, and privately controlled corporations. He is responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results. Vaughan started his career at Dean Witter Reynolds and later moved to Morgan Stanley’s Private Wealth Management division shortly thereafter.

Professional Experience


Academic History

545 GROUP


COMMUNITY INVOLVEMENT


RECOGNITIONS

  • Barron's Hall of Fame

  • 2011-2024 Barron's Top 100 Financial Advisors

  • 2018-2024 Barron's Top 1,200 Financial Advisors by State

  • 2017-2021 Forbes America's Top Wealth Advisors

  • 2019-2022 Forbes Best-in-State Wealth Advisors