How can you pursue what matters most?

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.

Artist building frame

Peter Alexopoulos, CFP

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 became a Certified Financial Planner ™ having satisfied the education, examination, experience and ethics requirements for the CFP®.  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.

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • Finance and Economics, Western New England College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
One Monarch Place
Suite 1400
Springfield, MA 01144
  • (413) 785-4965

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