Experience

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 customized solutions to individuals, families and small to medium-sized businesses. Peter is passionate about his clients' success, understanding 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 Services Inc, Peter held responsibilities with Morgan Stanley’s Global Wealth Management division in Springfield, Massachusetts as a First Vice President Wealth Advisor. Peter’s 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
 

After working in the mortgage industry for four years, Christine transitioned to the financial services industry with Merrill Lynch in 2007. She joined UBS in 2009 and has been a member of the Verus Wealth Management Group since 2013. Christine assists in the construction of clients' financial plans and the ongoing investment management of their portfolios and financial solutions. She also manages the team's insurance and mortgage business. Christine has obtained her Chartered Retirement Planning Counselor designation, is FINRA series 7 and 66 licensed, and also holds her health and insurance licenses. Christine resides in East Forest Park with her sons Jackson and Logan. In her spare time, Christine enjoys working out and the arts.

Stephanie joined UBS and the Verus Wealth Management Group in October 2014.  Stephanie is the primary source of contact for all client service related matters and provides efficient, accurate, and timely turnaround of all requests.

Stephanie resides in South Hadley, Massachusetts with her two children, Kyle and Emma.  In her free time, she enjoys spending time at her children's sporting events and volunteering at their schools.