Traci C. Pepevnik
Client Service Associate
Phone:
(847) 504-2933(847) 504-2933
Jonathan Peters
Executive Director,
Financial Advisor,
Alternative Investments Director,
Workplace Advisor - Equity Compensation
Direct:
(847) 480-3608(847) 480-3608
My Mission Statement
Navigating your financial path with a wealth of knowledge, innovative thinking, and a steadfast commitment to providing personalized solutions that align with your unique life ambitions.
My Story and Services
Jonathan Peters stands as a stalwart figure in the financial landscape, weaving an impressive tapestry as a Financial Advisor, Executive Director, and pivotal partner at The Peters Group. His professional journey is a testament to his unwavering commitment to excellence and adaptability in navigating the intricate nuances of ever-evolving markets and economic landscapes. Commencing his career trajectory in 2013, Jonathan's foray into the financial realm led him to Morgan Stanley, a pivotal move following his role as a Regional Advisor Consultant at Oppenheimer Funds in the bustling financial heart of New York City.
At the core of Jonathan's success is a solid educational foundation laid at the University of Richmond, where he graduated with distinction in 2009, armed with a Bachelor of Science in Business Administration. The culmination of his academic pursuits saw him dual majoring in International Business and Finance, a testament to his holistic understanding of global economic intricacies. Jonathan's thirst for knowledge and professional growth is reflected in his impressive array of licenses, including the Series 7, 63, 66, and NMLS (mortgage), coupled with an array of state insurance licenses. This extensive licensure underscores his commitment to providing comprehensive financial solutions to his discerning clientele.
With Morgan Stanley offices strategically positioned in both Chicago and New York, Jonathan's reach extends far beyond regional borders. His experience is further solidified by his ability to tailor strategies that transcend geographical constraints, addressing the unique needs of clients nationwide. Beyond his professional pursuits, Jonathan is deeply entrenched in family life, residing in the vibrant city of Chicago with his wife, Sara, and their two cherished daughters, Paige and Annie.
Outside the boardroom, Jonathan finds solace and joy in an eclectic mix of leisure activities. Whether carving through pristine slopes on a ski trip, traversing the globe to broaden his cultural horizons, perfecting his swing on the golf course, or creating treasured memories with his daughters, Jonathan's life is a harmonious blend of professional acumen and personal fulfillment. His multifaceted approach not only defines his success in the financial realm but also paints a vivid picture of a dedicated family man and a well-rounded individual.
At the core of Jonathan's success is a solid educational foundation laid at the University of Richmond, where he graduated with distinction in 2009, armed with a Bachelor of Science in Business Administration. The culmination of his academic pursuits saw him dual majoring in International Business and Finance, a testament to his holistic understanding of global economic intricacies. Jonathan's thirst for knowledge and professional growth is reflected in his impressive array of licenses, including the Series 7, 63, 66, and NMLS (mortgage), coupled with an array of state insurance licenses. This extensive licensure underscores his commitment to providing comprehensive financial solutions to his discerning clientele.
With Morgan Stanley offices strategically positioned in both Chicago and New York, Jonathan's reach extends far beyond regional borders. His experience is further solidified by his ability to tailor strategies that transcend geographical constraints, addressing the unique needs of clients nationwide. Beyond his professional pursuits, Jonathan is deeply entrenched in family life, residing in the vibrant city of Chicago with his wife, Sara, and their two cherished daughters, Paige and Annie.
Outside the boardroom, Jonathan finds solace and joy in an eclectic mix of leisure activities. Whether carving through pristine slopes on a ski trip, traversing the globe to broaden his cultural horizons, perfecting his swing on the golf course, or creating treasured memories with his daughters, Jonathan's life is a harmonious blend of professional acumen and personal fulfillment. His multifaceted approach not only defines his success in the financial realm but also paints a vivid picture of a dedicated family man and a well-rounded individual.
Securities Agent: NJ, AZ, TX, RI, OR, GA, CO, SC, OK, DE, NH, MO, ME, IN, DC, VT, NV, MD, MA, LA, IL, HI, FL, CA, NE, MN, MI, ID, AR, AL, WY, WI, VA, OH, NY, UT, PA, KY, WA, TN, NC, IA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1275767
CA Insurance License #: 0M29006
NMLS#: 1275767
CA Insurance License #: 0M29006
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Team Introduction
As a pivotal member of The Peters Group, let me provide you with an insider's perspective on the foundation and ethos of our esteemed wealth management team. Guided by the seasoned leadership of my father, Kevin Peters, our twelve-person team is dedicated to delivering sound, integrated, and enduring wealth management strategies. With offices strategically located in New York, Florida, Chicago, and California, we extend our reach to serve the diverse needs of families, individuals, and businesses across the nation.
The Peters Group's rich legacy began over 35 years ago when my father, Kevin Peters, established our practice in a small home office in New York. The core principles that form the bedrock of our group were inspired by his parents, who instilled in him the values of ambition and unwavering work ethic as the cornerstones of success. These principles have not only shaped my father's approach to wealth management but have become integral to the fabric of our entire team.
In 2013, I had the privilege of joining The Peters Group, ushering in the next generation of insights and methods while maintaining the enduring pillars of our practice. Our commitment extends beyond merely assisting clients in their current financial goals; we emphasize the significance of building enduring relationships that span generations. Family is at the heart of what we do, influencing every decision we make. We envision ourselves alongside you, understanding the importance of leaving a lasting legacy—for our families, our passions, and the causes close to our hearts.
At The Peters Group, we don't just manage wealth; we cultivate relationships and envision a future where we continue growing and supporting you on your financial journey. I am honored to be part of this legacy and excited about the prospect of building and securing your financial future together.
Beliefs
At The Peters Group, we recognize that wealth management extends beyond financial portfolios; it's about securing peace of mind and fostering a legacy. We delve into the intricacies of your financial landscape to ensure that your wealth not only grows but is aligned with your broader life goals. Our commitment to personalization means that your journey is not a one-size-fits-all approach; it's a dynamic strategy that evolves with you. As your partners in financial prosperity, we strive to provide more than just guidance – we aim to instill confidence in your financial decisions, empowering you to live a life that transcends the ordinary. Trust The Peters Group to transform your wealth management experience into a meaningful and enduring legacy.
Additional Services
Structured Investments
Customized investment strategies —such as yield enhancement strategies and risk mitigation strategies —that serve as powerful allocation tools in modern portfolios.
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Closed-End Funds
Pooled-asset portfolios that use leverage while accessing a broader opportunity set that includes private investments and other less-liquid, differentiated assets with access to timely offerings from the top asset managers in the industry.
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Morgan Stanley Portfolio Solutions
Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
Separately Managed Accounts
A selection of about 600 professionally managed portfolios to align with your goals and risk tolerance, with access to institutional pricing and zero-fee index SMAs.
Location
111 S Pfingsten Rd
Ste 200
Deerfield, IL 60015
US
Direct:
(847) 480-3608(847) 480-3608
Meet My Team
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Andrew Dittbenner
Private Banker
About Andrew Dittbenner
Andrew Dittbenner is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Andrew began his career in financial services in 2010 and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at BMO Harris Bank, as well as a Financial Center Manager with the Fifth Third Bank.
Andrew received a Bachelor of Science in Business Marketing from Northern Illinois University. He and his wife live in Batavia, Illinois. When not at the office, Andrew volunteers with the Make a Wish Foundation. He also enjoys attending sporting events, as well as spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Andrew began his career in financial services in 2010 and joined Morgan Stanley in 2018. Prior to joining the firm, he was a Senior Premier Banker at BMO Harris Bank, as well as a Financial Center Manager with the Fifth Third Bank.
Andrew received a Bachelor of Science in Business Marketing from Northern Illinois University. He and his wife live in Batavia, Illinois. When not at the office, Andrew volunteers with the Make a Wish Foundation. He also enjoys attending sporting events, as well as spending time with family and friends.
NMLS#: 718951
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jonathan Peters today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Alternative 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.
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
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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Alternative 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.
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
CRC 4665150 (8/2025)
