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Rex Peterson

Rex Peterson

Vice President, Senior Portfolio Manager, Financial Advisor | Morgan Stanley

California, United States

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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.

General

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Technical Background

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

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Corporate Experience

Rex Peterson

Work Experience

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Vice President, Senior Portfolio Manager, Financial Advisor at

Morgan Stanley

January 2006 - Present

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Rex Peterson

Education

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

mail

************@morganstanley.com

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