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Rex Peterson
Rex Peterson
Vice President, Senior Portfolio Manager, Financial Advisor | Morgan Stanley
California, United States
Rex Peterson
Summary
Rex B. Peterson is a seasoned Financial Advisor at Morgan Stanley, combining youthful energy with extensive experience in wealth management. Recognized in FORBES Top Next Generation Wealth Advisors 2019, he delivers tailored investment solutions to affluent clients and high net-worth families. His solo practice model fosters deep client relationships, allowing him to provide personalized financial advice and strategies for business management and sales. With a focus on retirement planning and institutional investment needs, Rex collaborates with a team of experts to craft advanced financial strategies. He holds a B.A. in Economics from the University of California, San Diego, and is passionate about sports and youth coaching. This unique blend of professional acumen and personal interests shapes his holistic approach to financial advising.
Rex Peterson
Work Experience
Vice President, Senior Portfolio Manager, Financial Advisor at
Morgan Stanley
January 2006 - Present
Rex Peterson
Education
University of California San Diego, Economics, B.A.
Frequently Asked Questions about Rex Peterson
What is Rex Peterson email address?
Rex Peterson's primary email address is ************@morganstanley.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Rex Peterson work for?
Rex Peterson is a Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley, a company specializing in National commercial banks.
Where Rex Peterson graduated from?
Rex Peterson holds a degree in from University of California San Diego.
How can I directly contact Rex Peterson?
To contact Rex Peterson directly, you can use the email address ************@morganstanley.com. Complete contact information is available upon registration with Muraena.
Who is Rex Peterson?
Rex B. Peterson is a seasoned Financial Advisor at Morgan Stanley, combining youthful energy with extensive experience in wealth management. Recognized in FORBES Top Next Generation Wealth Advisors 2019, he delivers tailored investment solutions to affluent clients and high net-worth families. His solo practice model fosters deep client relationships, allowing him to provide personalized financial advice and strategies for business management and sales. With a focus on retirement planning and institutional investment needs, Rex collaborates with a team of experts to craft advanced financial strategies. He holds a B.A. in Economics from the University of California, San Diego, and is passionate about sports and youth coaching. This unique blend of professional acumen and personal interests shapes his holistic approach to financial advising.
Rex`s contact details
************@morganstanley.com
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