John J. Peirano III, CFP®
Industry Award WinnerMy Mission Statement
About John Peirano
Executive Director| Family Wealth Director | Certified Financial Planner CFP® | Alternative Investments Director | Lending Specialist | Financial Advisor
For more almost 30 years, John Peirano has focused on helping affluent and ultra-high-net-worth families address the complexities that accompany significant wealth. Drawing on his deep experience and specialized credentials, he collaborates with each family to develop tailored strategies that may encompass multigenerational wealth transfer, investment management, liability management, and philanthropic planning.
John has been at Morgan Stanley for his entire career, spanning 29 years. Recognized within the firm as a Family Wealth Director, an accreditation held by only 4% of Financial Advisors at Morgan Stanley, and as an Alternative Investments Director and a Lending Specialist, he has the specialized knowledge across a vast array of complex client needs.
Committed to continuous professional development, John earned the Certified Financial Planner™ certification, regarded as the standard in financial planning. He is a former Division I baseball player and holds a B.A. in economics from the College of the Holy Cross and an M.B.A. from Northeastern University.
Outside the office, he mentors College of the Holy Cross student-athletes through Holy Cross 90-Wide. John also volunteers to help promote financial literacy among high school students through the Securities Industry and Financial Market Association (SIFMA) Foundation and supports several organizations that assist Veterans. He is an active member of the Delbarton School Alumni Association and a member of Mensa. John enjoys skiing, CrossFit, woodworking, and playing in competitive men’s ball hockey and softball leagues. Most of all, John enjoys spending time with his wife, Christine, and their two awesome children.
John strives to be a steady resource for families seeking thoughtful guidance across the many dimensions of wealth.
NMLS#: 174202
Sophisticated Solutions Tailored to You
Financial planning is a structured process designed to help individuals, families, and business owners make confident decisions across every stage of life. It brings clarity to day-to-day cash flow, long-term goals, and complex planning needs such as retirement, tax considerations, estate goals, philanthropic priorities, and business transitions.
As a Certified Financial Planner®, I provide comprehensive financial planning built around your priorities, timelines, and values. This process connects investments, retirement, taxes, estate planning, insurance, and cash flow into a coordinated strategy.
We help organize your balance sheet, review beneficiary designations, and coordinate planning goals with estate documents prepared by your attorney.
We help evaluate timing decisions, expected spending needs, healthcare considerations, and distribution sequencing across accounts.
We evaluate liquidity planning, risk management, and diversification while coordinating with your legal and tax professionals.
We evaluate asset location, tax-loss harvesting, charitable giving approaches, and distribution sequencing.
We help evaluate giving approaches that align with your goals—whether annual support or a lasting legacy.
Awards & Designations
John Peirano has been named to numerous publications for industry awards. Additionally, he holds some of the top designations within Morgan Stanley and the industry as a whole.
John was named to the 2025 Forbes Best-In-State Wealth Advisors list for New York.
Source: Forbes.com (Awarded 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. For more information, see www.SHOOKresearch.com.
The Founders Group has been named #7 in New York on the Forbes Best-In-State Wealth Management Teams for 2025.
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. For more information, see www.SHOOKresearch.com.
The Founders Group has been named to Forbes Best-In-State Wealth Management Teams in New York for 2024.
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. For more information, see www.SHOOKresearch.com.
The Founders Group has been named to Forbes Best-In-State Wealth Management Teams in New York for 2023.
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. For more information, see www.SHOOKresearch.com.
Awarded to candidates demonstrating expertise in education, investment, tax, retirement, estate and insurance planning. CFP® professionals meet experience requirements, pass a comprehensive exam, and are held to ethical standards.
Awarded within Morgan Stanley to select Financial Advisors serving an elite clientele with complex wealth management challenges, including wealth transfer and business succession planning.
A firm-recognized designation reflecting specialized capability in evaluating alternative investment opportunities for eligible investors.
A Morgan Stanley designation reflecting knowledge and understanding of client's cash management needs.
Trust & Experience
The Founders Group is a Morgan Stanley Wealth Management team of experienced financial advisors and financial planning professionals focused on helping you preserve and enhance the legacy you have worked hard to build. We combine personalized private wealth management guidance with access to Morgan Stanley's broad capabilities, including investment management, portfolio construction, lending solutions, and specialized planning resources.
With more than 100 years of combined financial services experience, our team holds credentials including CFA, CIMA, CFP, CRPS, CPWA, FWD, and additional advanced designations within Morgan Stanley.
We deliver customized financial advice through a bespoke, goals-based financial plan built around your priorities, time horizon, and risk tolerance. The Founders Group has been named by Forbes as one of the 10 best Private Wealth Management teams in New York State in 2025, pairing global resources with a boutique, personalized level of service.
Our approach is holistic and tailored—supporting retirement planning, estate and trust coordination, tax-aware strategy, liquidity planning, and multigenerational wealth planning. Clients may access fiduciary-focused portfolio management, institutional-caliber and private investment opportunities, and lending capabilities through Morgan Stanley's private banking platform.
We deliver white glove service with direct access to your advisory team. Trust is earned through consistent communication, disciplined execution, and being available when decisions matter most.
Location
Awards and Recognition
Portfolio Insights
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
