Senior Vice President, Financial Advisor
CurrentFinancial planning, risk management, estate planning strategies, retirement planning & portfolio management. Peter uses a 5-step client consulting process to help develop a comprehensive wealth management plan. This includes an initial discovery meeting analyzing the current situations, goals, and how we can help maximize the possibility of achieving those goals.Areas of focus: Retirement Plan Distribution, Wealth Management, Wealth Preservation Strategies, Retirement Income Strategies, High Net Worth Individuals, Wealth Transfer Planning, Lending Solutions, Investments, Personal Finance, Charitable Giving Strategies, Retirement Plan Consulting© 2021 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.html*For more information on the designation(s) listed above, go to www.morganstanleyfa.com/chicagonorthThe investments listed may not be appropriate 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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 1262220
