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Kevin Michael Peters
usinfo | 2013-07-02 11:14
Wealth Advisor
Kevin M. Peters, Managing Director, Wealth Advisor has been licensed since 1982 and joined Morgan Stanley in 2007 after serving at Merrill Lynch for 7 years. Prior to Merrill Lynch Kevin had a long and successful tenure with Smith Barney spanning 18 years. Kevin graduated from the University of Kentucky with majors in Business and Finance and a minor in Business Law. He holds series 7, 65, 31 and State Insurance and Supervisory (Series 8/9). Kevin’s role as team leader focus on his experience and keen abilities with Portfolio Management, Retirement, Estate and Philanthropic Planning and Professional Money Manager Selection.
With over 30 years experience, Kevin M. Peters has garnered impressive industry accolades. He was named to The Winner’s Circle listing of “Top-Ranked Advisor Teams in America,”* published in the September 2008 issue of Research Magazine. Most recently he was included in Barron’s 2010, 2011, and 2012 “Top 100 Financial Advisors”** along with Westchester Magazine’s 2009, 2010, 2011 and 2012 “Five Star Best in Client Satisfaction Wealth Managers” in the region.
Kevin M. Peters, Managing Director, Wealth Advisor has been licensed since 1982 and joined Morgan Stanley in 2007 after serving at Merrill Lynch for 7 years. Prior to Merrill Lynch Kevin had a long and successful tenure with Smith Barney spanning 18 years. Kevin graduated from the University of Kentucky with majors in Business and Finance and a minor in Business Law. He holds series 7, 65, 31 and State Insurance and Supervisory (Series 8/9). Kevin’s role as team leader focus on his experience and keen abilities with Portfolio Management, Retirement, Estate and Philanthropic Planning and Professional Money Manager Selection.
With over 30 years experience, Kevin M. Peters has garnered impressive industry accolades. He was named to The Winner’s Circle listing of “Top-Ranked Advisor Teams in America,”* published in the September 2008 issue of Research Magazine. Most recently he was included in Barron’s 2010, 2011, and 2012 “Top 100 Financial Advisors”** along with Westchester Magazine’s 2009, 2010, 2011 and 2012 “Five Star Best in Client Satisfaction Wealth Managers” in the region.
