Peter Joshua Kaufman, CRPC®
Executive Director,
Financial Advisor,
Lending Specialist,
Senior Portfolio Management Director
Direct:
(407) 605-4370(407) 605-4370
My Mission Statement
Comprehensive wealth planning strategies for your life and legacy
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 highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Securities Agent: ID, CO, KS, WV, WA, VA, OH, IL, FL, GA, DC, AZ, MA, CT, NY, NJ, MT, MI, ME, MD, KY, DE, WI, TN, PA, HI, RI, NC, IN, CA, AL, TX, SC, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1253032
NMLS#: 1253032
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
I am in my 27th year in Financial Services, following a ten year career in Broadcast Journalism.
Education
- Boston University, Bachelor of Science, Journalism, Summa Cum Laude, 1990
Client Service Team
Matthew Bartolomei - Executive Director, Wealth Management, Financial Advisor
Phone:
(407) 740-4991(407) 740-4991
Email:Matthew.Bartolomei@morganstanley.com
Matt is an Executive Director and Senior Portfolio Management Director at Morgan Stanley Wealth Management. With over three decades of professional experience, he brings diverse experience and perspective to help our clients navigate the complexity of significant wealth. He takes a comprehensive approach to planning, aiming to understand our clients’needs and aspirations deeply. Matt helps clients determine what’s really important, and then develops an actionable, flexible financial plan that is a roadmap for the future. His practice is grounded on three core principles: honesty, integrity, and perspective. This approach has enabled him to forge meaningful, long-lasting relationships with our clients and their families.
Drawing on his background as a former practicing attorney, a significant part of his practice is devoted to working with divorcing individuals, their attorneys, and collaborative professionals to help navigate the complex emotional and financial issues associated with divorce. From budgeting to post-divorce investment management, Matt strives to help our divorce clients become more knowledgeable, confident, and empowered about their financial future.
Matt earned his Bachelor’s of Science degree in Economics from Florida State University and a law degree from Catholic University of America where he served as a member of The Journal of Contemporary Health Law and Policy. He has served as president and board member of Central Florida Collaborative Divorce and speaks frequently on the topic of divorce and finances. Additionally, Matt is a founding member of the Orlando Chapter of the National Association of Divorce Professionals. He lives in Winter Park with his wife, Anne.
Drawing on his background as a former practicing attorney, a significant part of his practice is devoted to working with divorcing individuals, their attorneys, and collaborative professionals to help navigate the complex emotional and financial issues associated with divorce. From budgeting to post-divorce investment management, Matt strives to help our divorce clients become more knowledgeable, confident, and empowered about their financial future.
Matt earned his Bachelor’s of Science degree in Economics from Florida State University and a law degree from Catholic University of America where he served as a member of The Journal of Contemporary Health Law and Policy. He has served as president and board member of Central Florida Collaborative Divorce and speaks frequently on the topic of divorce and finances. Additionally, Matt is a founding member of the Orlando Chapter of the National Association of Divorce Professionals. He lives in Winter Park with his wife, Anne.
Securities Agent: CT, GA, WI, PA, NH, CO, NY, NJ, MT, FL, CA, VI, SC, MO, MD, KY, WA, NC, MN, TN, IN, ID, DC, TX, RI, MI, MA, LA, AZ, WV, KS, DE, AL, VA, OH, ME, IL, HI; General Securities Representative; Investment Advisor Representative
Tracy Wilson - Senior Registered Associate
Phone:
(407) 605-4366(407) 605-4366
Email:Tracy.E.Wilson@morganstanley.com
Tracy brings 37 years of financial services industry experience, including 17 years with Morgan Stanley. He and Peter have worked together for 20 years. He is a Senior Client Service Associate who maintains his Series 7, 9, 10 & 66 securities licenses and holds a Life, Health and Annuity license as well. Tracy earned his Bachelor of Science degree in Finance from the University of Central Florida.
Tracy is a native Floridian from Orlando and enjoys spending time with his wife of 35 years, Dawn, and children Matthew & Lindsey.
Tracy is a native Floridian from Orlando and enjoys spending time with his wife of 35 years, Dawn, and children Matthew & Lindsey.
Portfolio Associate - Portfolio Associate
Phone:
(407) 740-4966(407) 740-4966
Email:Shelly.Walton@morganstanley.com
Shelly has built an impressive 28-year career in the financial services industry, gaining valuable experience in banking, insurance, and investments. She holds a degree in Business Administration from Florida A&M University and has worked with notable companies such as Merrill Lynch, Allstate, and Wells Fargo. Since 1999, Shelly has maintained her Series 7 & 63 securities licenses and added her Series 65 in 2011.
During her tenure at Morgan Stanley, Shelly has found great satisfaction in helping other Support Professionals navigate the company's systems and processes. She is a go-to resource for her peers and new Financial Advisor Associates who need expert administrative support. Her dedication extends to training and onboarding new Support Professionals at both the Atlanta Perimeter Complex and Winter Park Complex branches. Her passion for mentorship led her to serve as one of four Coaches for the Central North Florida Complex over the past three years and as Co-Chair for the Diversity and Inclusion Council.
Shelly lives in Debary, FL, with her husband, Dwight, and their two beloved pets, Boris and Bella.
During her tenure at Morgan Stanley, Shelly has found great satisfaction in helping other Support Professionals navigate the company's systems and processes. She is a go-to resource for her peers and new Financial Advisor Associates who need expert administrative support. Her dedication extends to training and onboarding new Support Professionals at both the Atlanta Perimeter Complex and Winter Park Complex branches. Her passion for mentorship led her to serve as one of four Coaches for the Central North Florida Complex over the past three years and as Co-Chair for the Diversity and Inclusion Council.
Shelly lives in Debary, FL, with her husband, Dwight, and their two beloved pets, Boris and Bella.
Location
4705 S Apopka Vineland Rd
Ste 202
Orlando, FL 32819
US
Direct:
(407) 605-4370(407) 605-4370
Wealth Management
Global Investment Office
Portfolio Insights
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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Ready to start a conversation? Contact Peter Joshua Kaufman today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Morgan 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
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
2Morgan 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
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)
