Peter Barash
Private Banker
Kevin Danni
Senior Vice President,
Financial Advisor,
Investment Management Consultant
Direct:
(818) 409-0759(818) 409-0759
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: CA, CO, OK, NV, MD, WA, IL, HI, GA, DC, AR, VT, TX, PA, NY, NH, KS, OR, NJ, NE, MT, ME, KY, ID, UT, OH, AZ, VA, SC, NC, MA, FL, CT, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253166
NMLS#: 1253166
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Approach
While every client is different, I follow a general process to ensure that I address the most essential client needs and can make recommendations that are in their best interest.
Develop an Understanding
Investing the time to understand your unique circumstances to identify, develop, and prioritize your financial goals.
“Plot” Your Starting Point
Identify your current trajectory to find and address weaknesses and strengths.
Creating a Plan
I will develop a plan together designed to improve upon your current trajectory in a way that works for you. I will craft a tailored investing strategy and asset allocation designed to balance your short and long-term goals, help you navigate different forms of risk, and help to optimize your outcomes.
Formulation of Tax, Trust, and Estate Strategy
Working with your tax and legal advisors, I will help to analyze your tax and estate tax circumstances to tailor planning techniques that may be used to address your objectives.
Put the Plan Into Action
I will implement your plan utilizing strategies that will adjust for the unknowns the future may bring.
Monitor and Continuous Refinement
I will provide timely updates and monitor your performance. At the end of the day, most people want to know that they are on track. So as I review your plans, I will maintain that focus so that you can know if you are on track.
Retirement Planning
So many of life's major decisions are determined by forces outside of an individual's control - defining and enjoying a successful retirement does not have to be one of them. That's why I use my experience to develop a service model to help guide myclients through the complexities of each unique phase surrounding Retirement.
Step 1: Exploration (Pre-Retirement)
- Defining your idea of retirement
- Building a roadmap of goals
- Assessing current resources and identifying what's missing
- Analyzing risk factors and the common pitfalls
Step 2: Transition (Early-Retirement)
- Reducing working hours, maybe downsizing or moving
- Consolidating resources
- Creating tax efficient distribution strategies
- Finalizing benefit election strategies
Step 3: Setting Your Pace (Mid-Retirement)
- An established retirement routine
- Retirement income plan is in full implementation
- Monitoring your financial plan
- Making adjustments needed to manage the unexpected
Step 4: Flourish (Late-Retirement)
- Enjoying the perks of retirement
- Helping to ensure nothing is missing from your financial plan
- Actively monitoring your wealth
- Protect your family's lifestyle, long term care and legacy goals
Financial Planning
Below are tools and resources for your convenience that may help in your financial journey.
Planning your Financial Future
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
Learn More
Financial Management Tools
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Learn More
Retirement Roadmap
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
Learn More
Security Center
Learn about how Morgan Stanley protects you through our security measures and how you can protect yourself online.
Learn MoreClient Service Team
Ani Nahmias - Senior Registered Associate
Location
55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(818) 409-0759(818) 409-0759
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
About Peter Barash
Peter Barash is a Private Banker serving Morgan Stanley Wealth Management offices in California.
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.
Peter began his career in financial services in 1984, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Private Banking Specialist at U.S. Bank.
Peter is a graduate of Columbia University, where he received a Bachelor of Arts in Economics and Comparative Literature. He holds an MBA from the University of Southern California. He lives in Glendale, California with his family. Outside of the office, Peter enjoys, hiking, playing bass guitar and reading.
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.
Peter began his career in financial services in 1984, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Private Banking Specialist at U.S. Bank.
Peter is a graduate of Columbia University, where he received a Bachelor of Arts in Economics and Comparative Literature. He holds an MBA from the University of Southern California. He lives in Glendale, California with his family. Outside of the office, Peter enjoys, hiking, playing bass guitar and reading.
NMLS#: 799189
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
Ready to start a conversation? Contact Kevin Danni today.
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
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)