About Us

Drawing on more than 30 years of consultative investment experience, I pride myself in being your financial advisor. Whether you are saving for college, investing for retirement, financing a major purchase or developing your estate plan, I will collaborate with your tax and legal advisors to help create a comprehensive financial plan that works for you. I will guide and assist you through important investment decisions and help you manage your assets to help you achieve your financial goals.

Your goals are my focus, and achieving them will be a commitment we share. I aspire to build a lasting, meaningful relationship, based on trust and integrity.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Trust Accounts3
  • Endowments and Foundations4
  • Qualified Retirement Plans5
  • Structured Products6
  • Wealth Consulting
  • Lending Products
  • Financial Planning7
Securities Agent: NJ, WV, WI, WA, VT, VA, TX, SC, PA, NY, NC, MT, MI, MD, MA, KS, IN, IL, GA, FL, DC, CT, AZ; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 578641
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Awards

  • Named to Forbes' 2018 list of America's Best-in-State Wealth Advisors

Experience

I have been advising clients for more than three decades, helping them grow, preserve and pass on their wealth to the next generation.  Prior to joining Morgan Stanley, I began my career at Merrill Lynch.  During my tenure, I was given the opportunity to not only advise my own clients, but to also oversee and guide thirty-five Financial Advisors and their clients as a Producing Resident Manager.   My move to Morgan Stanley allowed me to focus all my attention to what I care about most – my clients.  

As a Morgan Stanley Financial Advisor, I have been recognized as a New Jersey Monthly 5-Star Wealth Advisor (2013-2016) as well as a member of Morgan Stanley's elite President's Club (2016).  In addition, I am certified as a Chartered Retirement Planning Counselor (CRPC).   


I am an active member of the Princeton community and currently serve as Vice Chair of the Hun School of Princeton Board of Trustees and Chair the Hun School Investment Committee.   


I graduated from Bucknell University with a Bachelor of Arts degree in Economics.  I live in Princeton with my wife and our three children.

    Client Service Team

    • Wei-Ying Cheng - Client Service Associate
      Drawing on over 12 years of experience in the financial industry, Wei provides operational and administrative support services to the team. 

      Prior to joining Peter, Wei was a Transition Management Specialist where she traveled the country and helped Financial Advisors from other firms transition their businesses to Morgan Stanley.  Combining the knowledge she gained in that role, along with her problem-solving skills, Wei helps to ensure that the clients' needs are always met. 

      In her spare time, Wei enjoys traveling and is an animal lover. 

    Location

    1200 Lenox Dr.
    Ste 300
    Lawrenceville, NJ 08648
    US
    Direct:
    (609) 844-7979(609) 844-7979
    Toll-Free:
    (800) 659-0650(800) 659-0650
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
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    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    From Clueless to Clued In: Teaching Teens About Money

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    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Ready to start a conversation? Contact Peter E. Black today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan 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.

    3Morgan 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, charitable giving, philanthropic planning and other legal matters.

    5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    7Morgan 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.

    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 suitable 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”) 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.


    CRC 2019752 10/2018