Kevin Peters

Kevin Peters

Formal First Name

Kevin Peters is a Managing Director, Wealth Advisor, and Founder of The Peters Group operating from Morgan Stanley’s Wealth Management. He previously held positions with Merrill Lynch for seven years, and eighteen years at Smith Barney. Peters has garnered significant and consistent recognition for his dedication and contributions to the industry, through providing strategic direction, comprehensive advice, risk management and investment planning. He specializes in financial planning, portfolio management, retirement, estate and philanthropic planning, and professional money manager selection.

Professional Experience

Academic History

  • Barron's Top 100 Advisors 2010 - 2020
  • Barron's Hall of Fame Advisors
  • Westchester's Five Star Wealth Managers 2012 - 2020
  • Forbes Top 100 Wealth Advisors
  • He currently holds the Series 3, 7, 8, 63 and 65 professional licenses