Kevin Peters
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.
Kevin Peters Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Advisor
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Senior Vice President, Wealth Advisor
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Vice President, Wealth Advisor
Academic History
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Bachelor of Science, Business and Finance, Minor in Law