Robert Petersen
Private Banker
Rachel Irwin, CFP®
Senior Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(423) 230-2384(423) 230-2384
My Mission Statement
A dedicated relationship to help provide guidance and confidence on your financial journey.
My Story and Services
Rachel has a passion for helping each of her clients enjoy confidence in their financial journey. Having decades of experience, Rachel has defined her core values and her approach to money management. She places a high value on integrity, transparency and long-term relationships, and her strategic approach to wealth management is focused jointly on helping build and preserve wealth.
Rachel has enjoyed roles with increasing levels of financial responsibility throughout her career. Starting out in management with a Fortune 500 company in 2000, Rachel was responsible for managing large corporate budgets and she had excellent mentors that developed her financial skills. After promotions had relocated Rachel across the country, she felt the need to move back to Tennessee for family reasons and transitioned into serving clients as a Partner of a CPA firm. In this role, Rachel learned the ins and outs of taxation, helped her clients seek to achieve better business performance, and helped individuals with investment-related tax planning. After helping build out a succession plan for the CPA firm, she stepped into the role of Chief Financial Officer for a private company, where she had the opportunity to optimize financial investments, manage taxation and improve cash flow. She also gained extensive experience working with retirement plans including 401k and Cash Balance Plans. Knowing she wanted to bring her prior tax knowledge, (not practicing with Morgan Stanley), together with her financial planning, investment analysis and retirement experience to serve clients in need of long-term wealth management, Rachel was thrilled to join Morgan Stanley in 2019, so that she could spend the rest of her career helping clients seek greater financial freedom and achieve their financial goals.
As a CERTIFIED FINANCIAL PLANNER™, she enjoys walking her clients through the Financial Planning process to build a roadmap for their financial future. She maintains an unwavering commitment to continuously monitoring and updating recommendations regarding investments, income smoothing and cash flow for her clients.
Rachel enjoys supporting local charities and community organizations related to helping improve financial and physical wellness, mentoring at-risk youth and promoting opportunities for women and under-served populations. She is a Board Member of the Appalachian Opportunity Fund which is a non-profit that helps individuals gain financial freedom through individual coaching. Rachel enjoys engaging in the local church in Johnson City, has served as Treasurer for a local Cancer Foundation and has served as a Board Member of the YMCA. Rachel’s hobbies include exercising, hiking, kayaking, camping and staying involved in her children’s endeavors.
Licenses & Education
• Bachelor of Science, University of Tennessee at Chattanooga, TN
• Certified Public Accountant (inactive)
• CERTIFIED FINANCIAL PLANNER™
• Series 7 & 66 Registered
• Life & Health Insurance Licensed - CO, GA, KY, MD, MI, NC, NE, SC, SD, TN, VA
Rachel has enjoyed roles with increasing levels of financial responsibility throughout her career. Starting out in management with a Fortune 500 company in 2000, Rachel was responsible for managing large corporate budgets and she had excellent mentors that developed her financial skills. After promotions had relocated Rachel across the country, she felt the need to move back to Tennessee for family reasons and transitioned into serving clients as a Partner of a CPA firm. In this role, Rachel learned the ins and outs of taxation, helped her clients seek to achieve better business performance, and helped individuals with investment-related tax planning. After helping build out a succession plan for the CPA firm, she stepped into the role of Chief Financial Officer for a private company, where she had the opportunity to optimize financial investments, manage taxation and improve cash flow. She also gained extensive experience working with retirement plans including 401k and Cash Balance Plans. Knowing she wanted to bring her prior tax knowledge, (not practicing with Morgan Stanley), together with her financial planning, investment analysis and retirement experience to serve clients in need of long-term wealth management, Rachel was thrilled to join Morgan Stanley in 2019, so that she could spend the rest of her career helping clients seek greater financial freedom and achieve their financial goals.
As a CERTIFIED FINANCIAL PLANNER™, she enjoys walking her clients through the Financial Planning process to build a roadmap for their financial future. She maintains an unwavering commitment to continuously monitoring and updating recommendations regarding investments, income smoothing and cash flow for her clients.
Rachel enjoys supporting local charities and community organizations related to helping improve financial and physical wellness, mentoring at-risk youth and promoting opportunities for women and under-served populations. She is a Board Member of the Appalachian Opportunity Fund which is a non-profit that helps individuals gain financial freedom through individual coaching. Rachel enjoys engaging in the local church in Johnson City, has served as Treasurer for a local Cancer Foundation and has served as a Board Member of the YMCA. Rachel’s hobbies include exercising, hiking, kayaking, camping and staying involved in her children’s endeavors.
Licenses & Education
• Bachelor of Science, University of Tennessee at Chattanooga, TN
• Certified Public Accountant (inactive)
• CERTIFIED FINANCIAL PLANNER™
• Series 7 & 66 Registered
• Life & Health Insurance Licensed - CO, GA, KY, MD, MI, NC, NE, SC, SD, TN, VA
Securities Agent: NM, FL, TN, CO, WA, OR, OK, LA, CT, AR, VA, NE, NC, GA, CA, AZ, NV, WY, NJ, NH, MT, SC, MA, AL, SD, KS, DC, TX, OH, NY, MI, MD, IN, PA, KY, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1894344
NMLS#: 1894344
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Stacey Jones - Vice President, Wealth Management Associate
Stacey Jones is a Wealth Management Associate at Morgan Stanley and responsible for the day-to-day operations & administration of client accounts.
Her career began in 1992 at J. C. Bradford where she worked in several areas of client service including Receptionist, Cashier, Wire Operator and Client Service Associate. In 2002, Stacey became Operations Manager for the Kingsport, TN Branch of UBS Financial Services. Stacey joined Morgan Stanley in April of 2010 during the joint venture with Smith Barney as a Business Service Manager servicing the Kentucky/Tennessee/West Virginia Complex. She joined The Bays Mountain Group in November 2015.
Stacey makes her home in Church Hill, TN with her husband, Dave. They have two daughters and enjoy being outdoors, riding motorcycles and hiking.
Her career began in 1992 at J. C. Bradford where she worked in several areas of client service including Receptionist, Cashier, Wire Operator and Client Service Associate. In 2002, Stacey became Operations Manager for the Kingsport, TN Branch of UBS Financial Services. Stacey joined Morgan Stanley in April of 2010 during the joint venture with Smith Barney as a Business Service Manager servicing the Kentucky/Tennessee/West Virginia Complex. She joined The Bays Mountain Group in November 2015.
Stacey makes her home in Church Hill, TN with her husband, Dave. They have two daughters and enjoy being outdoors, riding motorcycles and hiking.
Renee Garber - Portfolio Associate
Renee Garber is a Portfolio Associate with Morgan Stanley Wealth Management and is responsible for day-to-day operations & administration of client accounts.
Renee has worked in the financial services industry over 33 years. She joined Morgan Stanley Wealth Management in 2009 as a Senior Registered Client Service Associate and became a Portfolio Associate in 2013. Her financial services career began at Heritage Federal Bank and Hilliard Lyons prior to working with the Waller/Cooper/Merritt/Stout team at UBS in 2002. She obtained her General Securities Representative license in 2005.
Renee enjoys the outdoors, especially hiking, kayaking and playing with her fur babies. She and her husband, Geoff, currently reside in Colonial Heights and have two daughters.
Renee has worked in the financial services industry over 33 years. She joined Morgan Stanley Wealth Management in 2009 as a Senior Registered Client Service Associate and became a Portfolio Associate in 2013. Her financial services career began at Heritage Federal Bank and Hilliard Lyons prior to working with the Waller/Cooper/Merritt/Stout team at UBS in 2002. She obtained her General Securities Representative license in 2005.
Renee enjoys the outdoors, especially hiking, kayaking and playing with her fur babies. She and her husband, Geoff, currently reside in Colonial Heights and have two daughters.
Location
8 Sheridan Square
Ste 300
Kingsport, TN 37660
US
Direct:
(423) 230-2384(423) 230-2384
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Mark Jansen
Family Office Resources Generalist
About Robert Petersen
Robert Petersen is a Private Banker serving Morgan Stanley Wealth Management offices in Tennessee, Kentucky, and West Virginia..
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Robert began his career in financial services in 1995 and joined Morgan Stanley in 2010. Prior to joining the firm, he was a Financial Relationship Counselor at Wells Fargo Advisors. He also served in various investment related roles and as a Relationship Manager at Wachovia Securities.
Robert is a graduate of the State University of New York at Stony Brook, where he received a Bachelor of Arts in Liberal Studies. He lives in Nashville, Tennessee. Outside of the office, Robert volunteers his time as a youth baseball coach and enjoys spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Robert began his career in financial services in 1995 and joined Morgan Stanley in 2010. Prior to joining the firm, he was a Financial Relationship Counselor at Wells Fargo Advisors. He also served in various investment related roles and as a Relationship Manager at Wachovia Securities.
Robert is a graduate of the State University of New York at Stony Brook, where he received a Bachelor of Arts in Liberal Studies. He lives in Nashville, Tennessee. Outside of the office, Robert volunteers his time as a youth baseball coach and enjoys spending time with family and friends.
NMLS#: 799938
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Wealth Management
From My Desk
How to Break the Ice Around Family Finances
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 Rachel Irwin, CFP® 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)
