Financial planning and beyond

Everyone has a story that defines his or her financial needs and desires. Peter Morris seeks to understand each client’s story so he can help them successfully pursue their goals. Based on each client's unique objectives, personal passions, and legacy wishes, Peter structures individualized and comprehensive financial plans. His dedication over the past two decades to holistic wealth management reflects his own life experiences and is the driving force in his success helping clients build, manage, protect and pass on their wealth. 

Core to Peter's practice is providing sound advice on how clients can use their assets - built through ingenuity and hard work - to protect what they hold dear and support the client’s long-term goals for their own lifetime and beyond. Peter and his committed team of internal and external partners offer solutions for every facet of a client’s life while at the same time ensuring a review of the impact on the next generation. Peter also aligns with his clients' other trusted advisors, such as attorneys and CPAs, to ensure that he understands the full picture and is providing advice that is in the best interests of his clients and their families.

Prior to joining UBS, Peter spent 15 years with Morgan Stanley Smith Barney. He received his BS in Economics at Ramapo College and earned certifications from the College for Financial Planning. As a CERTIFIED FINANCIAL PLANNER™, Peter possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Peter is also a Chartered Retirement Planning Counselor and he holds health, life, variable annuity, and variable health insurance licenses as well as FINRA Series 7, 31, 63, and 65 securities licenses.