Peter Risch Email & Phone Number

With over 25 years of wealth management experience, I have been able to help highly successful individuals and families navigate the complexities of wealth to achieve their short and long term life goals. Deploying financial resources with creativity, flexibility and clear disclosure have been the hallmark of my business. My extensive experience and resources can help enable you to capture opportunities and adapt to changes while carrying forward your values and legacy, on your terms.While markets, strategies and services are changing rapidly and increasing in complexity, my approach to serving clients has remained constant. I strive to provide my clients with the highest level of integrity, dedication, and service. As an Executive Director at Morgan Stanley, I am able to leverage my experience with high net worth individuals and the power of the brand to help serve your financial needs. Morgan Stanley’s open architecture and investment strategies help enable me to:*Obtain advice on allocations and solutions based on market conditions*Target world class performers – an investment style well suited for today’s environment*Tactically react to market conditions aiming to position clients for potential opportunities or risk reductionAs a life-long resident of central Ohio, I am dedicated to supporting this community both personally and professionally. I have lived in New Albany for the past 20 years with my wife Jill and two daughters. We support the New Albany Community Foundation and the New Albany City Schools. As an avid cyclist, I serve and support Pelotonia and Ride 2 Recovery for our veterans. I am also a coach for the Handshake Foundation and am an involved member of the Peace Lutheran Church. I would welcome the opportunity to become your dedicated Financial Advisor. Please contact me today so that we can discuss your financial goals and help ensure that you are on track to meet or exceed those goals.NMLS# 837388

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  Miami University