Peter Ferdinand
First Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(203) 625-4642(203) 625-4642
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Peter Ferdinand is a First Vice President, Financial Advisor, Portfolio Management Director, and a founding partner of The Thorson Ferdinand Weidmuller Group at Morgan Stanley. With more than 35 years of experience across institutional and private wealth management, Peter brings a seasoned perspective to the families, individuals, and organizations he serves.
A graduate of the Whitman School of Management at Syracuse University, Peter began his career in institutional equity sales, holding roles at Salomon Brothers in New York and Robertson Stephens in San Francisco. He later transitioned to private wealth management at Merrill Lynch before joining Morgan Stanley in 2017. Today, he draws on more than three decades of capital markets experience to guide clients through an increasingly complex financial landscape with insight, clarity, and discretion.
As a Portfolio Management Director, Peter designs investment strategies that are both disciplined and customized — built to reflect the unique contours of each client’s goals, risk tolerance, and long-term aspirations. He brings a strong belief that informed clients make stronger decisions, and is especially passionate about educating families, entrepreneurs, and institutions on the intricacies of their financial lives. Whether the conversation centers on private equity, concentrated stock management, philanthropic giving, or multi-generational wealth transfer, Peter is committed to removing complexity and helping clients make decisions that align with both their financial goals and their family values.
Outside the office, Peter lives in Weston, Connecticut with his wife of 30 years and their two dogs. Their daughter is a recent graduate of the University of Vermont.
A graduate of the Whitman School of Management at Syracuse University, Peter began his career in institutional equity sales, holding roles at Salomon Brothers in New York and Robertson Stephens in San Francisco. He later transitioned to private wealth management at Merrill Lynch before joining Morgan Stanley in 2017. Today, he draws on more than three decades of capital markets experience to guide clients through an increasingly complex financial landscape with insight, clarity, and discretion.
As a Portfolio Management Director, Peter designs investment strategies that are both disciplined and customized — built to reflect the unique contours of each client’s goals, risk tolerance, and long-term aspirations. He brings a strong belief that informed clients make stronger decisions, and is especially passionate about educating families, entrepreneurs, and institutions on the intricacies of their financial lives. Whether the conversation centers on private equity, concentrated stock management, philanthropic giving, or multi-generational wealth transfer, Peter is committed to removing complexity and helping clients make decisions that align with both their financial goals and their family values.
Outside the office, Peter lives in Weston, Connecticut with his wife of 30 years and their two dogs. Their daughter is a recent graduate of the University of Vermont.
Securities Agent: MT, AL, GA, TX, NC, ME, RI, MI, MA, KS, IL, FL, WY, PA, NJ, CA, DC, TN, OH, NH, DE, CT, OR, NY, MO, WA, VA, UT, CO, VT, SC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 578548
NMLS#: 578548
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
One Fawcett Place, 3rd
Floor
Greenwich, CT 06830
US
Direct:
(203) 625-4642(203) 625-4642
Wealth Management
Global Investment Office
Portfolio Insights
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
A 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
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
529 Plans: A Powerful Tool to Save for Education
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Peter Ferdinand 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
