The Advisors


Joseph J. Quigley is an Associate Vice President - Investments and a licensed and registered Financial Advisor.  Mr. Quigley is dedicated to guiding our clients through the investment planning process. He takes the time necessary to gain an in-depth understanding of each client's individual goals and risk tolerance, calculate estate net worth, determine immediate and future needs, and establish a documented plan of action. Mr. Quigley is responsible for maintaining clear and consistent personal communication with our clients to help keep them on track to meet their goals.

Mr. Quigley holds a Bachelor's Degree from Penn State University and serves as a member of the Katie Kirlin Fund of Philadelphia, The Jenkintown Community Alliance, and the Penn State Alumni Association.  Mr. Quigley lives in Elkins Park, PA.  Mr. Quigley may be contacted directly at 215-572-4285 or joseph.quigley@wachoviasec.com.

 


Paul T. Murray, ChFC®, CDFA™ is an Associate Vice President - Investments, a licensed and registered Financial Advisor. He has also obtained the Chartered Financial Consultant and Certified Divorce Financial Analyst™ designations.  Mr. Murray is responsible for due diligence, investment selection and performance tracking for our client's investment portfolios. His knowledge provides a foundation for building a sound and disciplined investment strategy for our clients.  Mr. Murray also provides divorce financial analysis and consulting to family law attorneys and their clients.  With his statistical analysis and graphic exhibits, attorneys are able to advocate on behalf of their clients for a potentially more equitable distribution over the long term.

Mr. Murray is a graduate of LaSalle University.  Prior to his financial services career, Mr. Murray enjoyed a career in the entertainment and recording industry in Beverly Hills, CA. Mr. Murray is a father of a 13 year old son and now lives in North Wales, PA.  He is a member of the Estate Planning Council of Montgomery County.  Mr. Murray may be contacted directly at 215-572-4245 or paul.murray@wachoviasec.com.



Leslie A. Margolies is a licensed and registered Financial Advisor and a former practicing attorney.  Ms. Margolies is responsible for risk management and financial goals analysis.  She is also our team liaison with the client's other professional advisors such as accountants, estate attorneys and structured settlement specialists.  Ms. Margolies provides our business clients with a retirement feasibility study prior to the sale of a business.

Ms. Margolies received her BA in American Legal History from Northwestern University in 1982 and her JD from Temple University School of Law in 1986.  Prior to her career in financial services, Ms. Margolies was a practicing lawyer and Executive Director of a nonprofit legal services organization.  She was also a business owner and real estate investor.  Ms. Margolies is now a monthly columnist for The Legal Intelligencer and an adjunct instructor in financial planning at The Montgomery County Community College. She also serves as a member of the Endowment Committee of Tiferet Bet Israel in Blue Bell and as a member of the Environmental Committee for Worcester Elementary School.  Ms. Margolies lives in Worcester, PA and has two daughters, Lilia and Emilie, age 16 and 6.  Contact Ms. Margolies directly at 215-572-4213 or leslie.margolies@wachoviasec.com.

Our Clientèle

The Quigley & Murray Group of Wachovia Securities services several local community businesses, organizations, and municipalities.  Our professional client base includes CEO's, attorneys, judges, law firms, real estate brokers and agents, developers and major contractors, as well as many of those enjoying life in retirement.  Our individual client base includes families whose lives were altered by the catastrophic injury or death of a loved one, as well as individuals who are enjoying a new independent life after divorce.  The Quigley & Murray Group also manages endowments for several significant nonprofit organizations and pension funds for municipalities.  To be considered eligible for the services of the Quigley & Murray Group potential clients must have a minimum of $500,000 in investable assets, unless circumstances dictate that an exception be made.

 

* Wachovia Securities is not a tax or legal advisor.