Peter L. Nardin
Executive Director, Private Wealth Management Regional Manager
Phone:
(561) 657-4999(561) 657-4999
Morgan Stanley Private Wealth Management
Palm Beach Private Wealth Management Market Office Branch Office
450 Royal Palm Way
5th Fl
Palm Beach, FL 33480
US
Branch:
(561) 657-4920(561) 657-4920
Branch Manager
Peter NardinPhone:
(561) 657-4999(561) 657-4999
About Morgan Stanley Palm Beach Private Wealth Management Market Office Branch
Welcome to Morgan Stanley Private Wealth Management, a dedicated group of professionals focused exclusively on the needs of ultra high net worth individuals, their families and foundations. Co-located with our institutional businesses to foster connectivity, our Private Wealth Advisors combine their talents with the vast global resources of our firm to help clients address the complex, multifaceted challenges of managing significant wealth. By providing advice founded on a culture of excellence and driven by global insight, we are devoted to helping our clients preserve and grow their financial, family and social capital.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Family Governance
- Wealth Education
- Philanthropy Management
- Comprehensive Wealth Planning
- Asset AllocationFootnote1
- Manager Selection
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Portfolio Construction
- Investing With Impact
- Hedging Strategies
- Pre-Liquidity Planning
- Lending SolutionsFootnote3
- Cash Management SolutionsFootnote4
- Lifestyle Advisory ServicesFootnote5
- Single Family Office Advisory
Our Team at Morgan Stanley Palm Beach Private Wealth Management Market Office Branch
Courtenay Satterwhite
Business Service Officer
Phone:
(561) 657-4957(561) 657-4957
About Peter L. Nardin
Peter Nardin is an Executive Director, Market Manager and PWM Regional Manager for Palm Beach. Peter is a seasoned leader with more than 20 years of financial services experience.
As a leader of the Private Wealth Management business, Peter is passionate about supporting his teams committed to delivering the extensive capabilities of Morgan Stanley. He helps advisors and clients navigate the challenges of significant wealth by providing both leverage and experience as well as more effective utilization of the vast resources available at Morgan Stanley.
Peter has been with Morgan Stanley for ten years in various leadership roles in New York, Connecticut and Jacksonville Florida. Prior to joining Morgan Stanley, Peter was with UBS Financial Services for nearly 7 years in various leadership roles within Wealth Management. Prior to UBS, Peter worked for Greenwich Associates, a global research and consulting firm, advising banks, broker-dealers and asset management firms on client coverage, product strategies, marketing, performance metrics and growth strategies.
Outside of work, Peter serves on the Board of Directors for the Ronald McDonald House Charities of Jacksonville. He is married to his wife, Johanna, and has two daughters, Ava and Ellie.
As a leader of the Private Wealth Management business, Peter is passionate about supporting his teams committed to delivering the extensive capabilities of Morgan Stanley. He helps advisors and clients navigate the challenges of significant wealth by providing both leverage and experience as well as more effective utilization of the vast resources available at Morgan Stanley.
Peter has been with Morgan Stanley for ten years in various leadership roles in New York, Connecticut and Jacksonville Florida. Prior to joining Morgan Stanley, Peter was with UBS Financial Services for nearly 7 years in various leadership roles within Wealth Management. Prior to UBS, Peter worked for Greenwich Associates, a global research and consulting firm, advising banks, broker-dealers and asset management firms on client coverage, product strategies, marketing, performance metrics and growth strategies.
Outside of work, Peter serves on the Board of Directors for the Ronald McDonald House Charities of Jacksonville. He is married to his wife, Johanna, and has two daughters, Ava and Ellie.
About Courtenay Satterwhite
Courtenay started her career in Finance in 2010 at Barclays Wealth. Here, is where her passion for serving others began. Problem solving and delivering exceptional service is at the forefront of everything she does.
Courtenay is currently Vice President, Business Service Officer in the Palm Beach Market, currently supporting the Palm Beach PWM branch. She joined Morgan Stanley in 2014 as a Support Professional and in 2017, after completing the Leadership Readiness Program, joined the leadership management team. She holds the series 7, 66, 9/10 and 3.
Courtenay is a Florida native and resides in Royal Palm Beach with her son Grayson. When she is not in the office, she can be found on a baseball field. Being a baseball mom keeps her busy but in between work and baseball, she enjoys time at the beach.
Courtenay is currently Vice President, Business Service Officer in the Palm Beach Market, currently supporting the Palm Beach PWM branch. She joined Morgan Stanley in 2014 as a Support Professional and in 2017, after completing the Leadership Readiness Program, joined the leadership management team. She holds the series 7, 66, 9/10 and 3.
Courtenay is a Florida native and resides in Royal Palm Beach with her son Grayson. When she is not in the office, she can be found on a baseball field. Being a baseball mom keeps her busy but in between work and baseball, she enjoys time at the beach.
Explore Career Opportunities at Morgan Stanley Private Wealth Management
Private Wealth Advisors
Supported by extraordinary resources to address the unique needs of their clients and grow their businesses, Private Wealth Advisors are at the center of our franchise. Learn more about the opportunities available to you and your clients.
Experienced Support Professionals
The skilled professionals who support our Private Wealth Advisors are essential to delivering an outstanding service experience to our clients. Learn more about bringing your talents to our office.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Alternative 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.
3Morgan 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
4Morgan 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
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan 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 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
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Alternative 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.
3Morgan 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
4Morgan 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
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan 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 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
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 5062008 10/2022