Michael Peri Email & Phone Number

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

• Senior Vice President, Wealth Advisor

  Morgan Stanley

  Apr 1991 - Present - Oakland, Ca

  I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:•Develop a thorough understanding of your financial goals and objectives•Review and analyze your current financial situation•Identify and tailor solutions that can help you meet your individual needs•Implement your customized strategy, including personalized services and benefits•Review your strategy, meeting periodically to discuss your goals and needs© 2018 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 1270075

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  University Of California Santa Barbara

  Business Economics