Rex Peterson Email & Phone Number

Rex B. Peterson is a Financial Advisor with Morgan Stanley in Newport Beach who offers a combination of youth and experience. Mr. Peterson has been honored to be named to FORBES Top Next Generation Wealth Advisors 2019 list. To provide every client direct and timely access and the highest level of service and advice, he operates as a solo practitioner focused on a select number of clients. This structure fosters close, one-to-one relationships and enables him to deliver personalized attention to every client and provide world class custom investment solutions. Rex’s practice is geared to affluent individuals and high net-worth families. Most clients own or have owned a business and he provides the experience and strategies to help them manage and eventually sell their business, leveraging the trust, estate planning and investment banking resources of Morgan Stanley. He also manages the retirement plans and related institutional investment needs of larger companies. As a Financial Planning Specialist, Rex works closely with a team of experts across Morgan Stanley to create advanced financial, retirement and inter-generational wealth strategies. As a Portfolio Manager, he manages custom investment portfolios that span a multitude of asset classes with special importance given to diversification and downside protection in an effort to preserve wealth through all market cycles. He is dedicated to educating clients about alternative strategies, offering exclusive solutions that can potentially help reduce volatility and enhance returns. Rex graduated from the University of California, San Diego with a B.A. in Economics. He is a sports enthusiast, avid athlete and competitor. He also enjoys volunteering his time to coach youth football.

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  Vice President, Senior Portfolio Manager, Financial Advisor

  Morgan Stanley

  2006 - Present

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  University Of California, San Diego

  Economics, B.A.