Welcome

With over 30 years of experience in the financial services industry, I understand the unique challenges wealth brings and strive to develop close personal relationships with clients to understand their unique challenges and aspirations.

To maintain a close relationship, I strive to achieve personal goals for a select group of financially successful individuals and families like you.  My primary emphasis is designing a plan for retirement so you will not outlive your income.

As your financial advisor I give you a roadmap to success and confidence your finances are working for you- allowing you to focus on what truly matters.  To best serve my clients I leverage the resources at Morgan Stanley to access some of the worlds most seasoned and respected investment professionals and offer full spectrum of investment choices. Then together we identify the most appropriate solution to help achieve your goals.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • Asset Management4
  • 401(k) Rollovers
  • Estate Planning Strategies5
  • Business Planning6
  • 529 Plans7
  • Professional Portfolio Management8
  • Corporate Retirement Plans9
Securities Agent: AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, MI, MN, MS, MT, NC, NV, NY, OK, OR, SC, TN, TX, UT, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1262261
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

Client relationships begin with developing a detailed financial plan with our Wealth Advisory Group.

The goals that are highlighted in your plan outline a strategy to achieve your objectives; and using our Consulting Group Advisory services, we select and measure investment management options.

After implementing your plan and investment strategy, we perform the due diligence and work with you closely to make any adjustments that may be necessary.

A final part of the planning process involves retirement, long-term care and estate planning strategies. We will work with you, your family attorney, and in certain more complex situations, our Regional Attorney will work with us to help ensure that your planning is complete.

      Community Involvement

      I am proudly involved with a number of non-profits and organizations, including:
        Outside of work, I enjoy both freshwater and saltwater fishing, both in the U.S. and Canada.

          Location

          500 108th Ave NE
          Ste 1900
          Bellevue, WA 98004
          US
          Direct:
          (425) 453-5820(425) 453-5820
          Toll Free:
          (800) 328-2802(800) 328-2802
          Fax:
          (425) 453-5802(425) 453-5802
          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

          Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

          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
          Five Smart Strategies to Use a Bonus or Raise

          Five Smart Strategies to Use a Bonus or Raise

          Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

          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
          Financial Transition: A Guide for Women

          Financial Transition: A Guide for Women

          Here's how to take control of your finances if a death or divorce leaves you holding the reins.

          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
          6 Keys to Building a Startup

          6 Keys to Building a Startup

          Entrepreneurs share ideas and learnings from the experience of starting a company.

          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
          A New Roadmap for Mission Alignment

          A New Roadmap for Mission Alignment

          Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

          More from Morgan Stanley

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          Reserved | Living & Giving

          Reserved | Living & Giving

          Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
          Learn more about Reserved | Living & Giving
          Sign Up for eDelivery

          Sign Up for eDelivery

          With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
          Learn more about Sign Up for eDelivery
          Access Morgan Stanley Online

          Access Morgan Stanley Online

          Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
          Learn more about Access Morgan Stanley Online
          Ready to start a conversation? Contact Pete Perry today.
          Market Information Delayed 20 Minutes
          1Morgan 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.

          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 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.

          4Morgan 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.

          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.

          6Morgan 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.

          7Investors 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.

          8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

          9Tax 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.

          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