Peter Sherwin Email & Phone Number

Peter began his career in the financial services industry with Morgan Stanley in 1993 in order to develop his ability to help people achieve their financial goals. Prior to 1993, Peter worked in accounting which has proved beneficial in his current areas of focus which include retirement planning, wealth preservation and business succession. He has his FINRA Series 7, 31, 65 and 66 licenses as well as Life and Health Insurance license and Long Term Care licenses. Peter received his Bachelors of Science degree from Augustana College in Rock Island, Illinois.The Royal Palm Group at Morgan Stanley is a team of experienced and knowledgeable professionals who provide comprehensive wealth management services. Our focus is to create and maintain customized strategies that exceed our clients’ expectations for wealth accumulation and preservation. Our well defined investment philosophy and close work with our clients’ legal and tax advisors has enabled us to build highly valued long term relationships.We take very seriously the responsibility our clients have placed in us, and we take pride in our ability to help provide sound professional advice and impeccable service.Originally from Clear Lake, Iowa, Peter and his wife Suzanne and son, Jake, have called the Lee County area home since 1979. He enjoys spending time with his family and friends, golfing, boating, and home remodeling. Peter is a member of Cape Christian Fellowship Church and is active with groups at Cypress Lake Country Club.NMLS# 1274578

• First Vice President, Wealth Advisor, Senior Portfolio Manager

  Morgan Stanley

  1993 - Present - Fort Myers, Fl

  Disclosures: 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. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.html. MSSB and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Since life insurance and long term care insurance are medically underwritten, you should not cancel your current policy until your new policy is in force. A change to your current policy may incur charges, fees and costs. A new policy will require a medical exam. Surrender charges may be imposed and the period of time for which the surrender charges apply may increase with a new policy. You should consult with your own tax advisors regarding your potential tax liability on surrenders.

• 

  Augustana College

  Geography