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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Financial Advisor
California insurance license 0E29938
Peter J. Alexopoulos joined UBS Financial Services Inc. as a Senior Vice President - Wealth Management in October of 2008. In 2013, Peter formed the Verus Wealth Management Group which manages in excess of $684 million of client assets as of December 2023. Peter focuses on delivering highly customized solutions to individuals, families and small to medium-sized businesses. Peter is passionate about his clients' success, understanding of their needs, and providing the highest level of customer service.
Peter has over twenty years of experience as a financial advisor. Previous to UBS Financial Service Inc., Peter held responsibilities with Morgan Stanley’s Global Wealth Management division in Springfield, Massachusetts as a First Vice President Wealth Advisor. Peter’s extensive training with Morgan Stanley further enhanced his ability to meet the needs of the most demanding client. Prior to Morgan Stanley, Peter worked for Fidelity Investments in West Hartford, Connecticut as a Senior Financial Representative. Working primarily with Fidelity’s Higher Net Worth clients, Peter advised regarding areas of portfolio analysis and construction, risk management, gifting, retirement, and college planning strategies.
Peter is a graduate with Summa Cum Laude honors from Western New England College where he studied Finance and Economics. As of February 24, 2009, Peter obtained his CERTIFIED FINANCIAL PLANNER™ certification. He also holds FINRA Series 7, 9, 10, 31, 63 and 65 licenses as well as life and health insurance licenses (including California insurance license 0E29938).
Peter and his wife Susan live in Longmeadow, Massachusetts with their four children, Catalyna, John, Natalya and Isabella. In his free time, he enjoys day trips and outdoor activities with his family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Financial Advisor
California insurance license 0E29938
Peter J. Alexopoulos joined UBS Financial Services Inc. as a Senior Vice President - Wealth Management in October of 2008. In 2013, Peter formed the Verus Wealth Management Group which manages in excess of $684 million of client assets as of December 2023. Peter focuses on delivering highly customized solutions to individuals, families and small to medium-sized businesses. Peter is passionate about his clients' success, understanding of their needs, and providing the highest level of customer service.
Peter has over twenty years of experience as a financial advisor. Previous to UBS Financial Service Inc., Peter held responsibilities with Morgan Stanley’s Global Wealth Management division in Springfield, Massachusetts as a First Vice President Wealth Advisor. Peter’s extensive training with Morgan Stanley further enhanced his ability to meet the needs of the most demanding client. Prior to Morgan Stanley, Peter worked for Fidelity Investments in West Hartford, Connecticut as a Senior Financial Representative. Working primarily with Fidelity’s Higher Net Worth clients, Peter advised regarding areas of portfolio analysis and construction, risk management, gifting, retirement, and college planning strategies.
Peter is a graduate with Summa Cum Laude honors from Western New England College where he studied Finance and Economics. As of February 24, 2009, Peter obtained his CERTIFIED FINANCIAL PLANNER™ certification. He also holds FINRA Series 7, 9, 10, 31, 63 and 65 licenses as well as life and health insurance licenses (including California insurance license 0E29938).
Peter and his wife Susan live in Longmeadow, Massachusetts with their four children, Catalyna, John, Natalya and Isabella. In his free time, he enjoys day trips and outdoor activities with his family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
