Peter J. Carr, CEPA® is a First Vice President with Morgan Stanley and has provided customized investment advice for over 35 years. As a Certified Exit Planning Advisor®, Peter works with business owners to create a multi-disciplinary approach to preparing their business for eventual transition to help them achieve their personal, business and financial goals.Peter focuses his efforts primarily on helping clients analyze their objectives, asset allocation policies, selecting investment managers, portfolio construction, monitoring of investment strategies and strategic planning. His clients include high net worth individuals, family owned business, and families with substantial concentrated equity positions (both public and private), and who are concerned about the potential risk associated with not being broadly diversified. The main focus of his practice involves assisting wealthy families in coordination of their comprehensive wealth management needs, by collaborating with their legal and tax professionals on areas relating to seeking growth, preservation, and transfer of their wealth to the charities and individuals that they most care about. He holds the Series 7, 63 and 65 licenses and has a certificate in financial planning from the American College.After growing up Ft. Lauderdale, Peter served in the United States Army, where he attended language school and studied Romanian. Peter is a supporter of the St. Vincent’s Foundation, Boys and Girls Clubs of Northeast Florida, Take Stock in Children of Nassau County, Council on Aging of Nassau County, and the Morgan Stanley Foundation. Peter and his wife Carolyn live in Amelia Island with their dogs Lola and Holly a couple of rescue cats.  He is conversationally fluent in Spanish. Peter’s son, Ryan, is a Polytech Graduate and a Chemical Engineer in Boston, Massachusetts. In his spare time, Peter enjoys traveling and motorcycling. Areas of Focus: Wealth Management | Business Planning | Asset Allocation | Alternative Investments | Bonds | Portfolio Management |Financial Planning | Executive Compensation