


Our Mission Statement
THE MELLOS GROUP
The Mellos Group is a multigenerational wealth‑management team dedicated to providing advice to a select group of high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With decades of advisory experience, we take a disciplined, client‑centric approach that emphasizes service and an enduring partnership.
We collaborate with Morgan Stanley's Private Wealth Management and Greystone Institutional Consulting divisions to serve our more complex clients, giving them access to advanced planning and investing resources, alternative investments, and strategies typically reserved for family offices and institutions.
Through Morgan Stanley's Family Office Resources platform, we provide our clients with access to highly specialized services - including estate‑planning advisory, philanthropic advisory, family governance, lifestyle advisory, and consolidated reporting. These offerings are designed to meet the unique challenges faced by individuals and families with significant wealth.
If you are seeking a trusted advisory relationship rooted in experience, rigor, and a long‑term commitment to your goals, we invite you to contact us so we can support your mission.
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Cash Management and Lending ProductsFootnote4
- Business Succession PlanningFootnote5
- Executive Financial ServicesFootnote6
- Alternative InvestmentsFootnote7
- Endowments and FoundationsFootnote8
- Corporate Retirement PlansFootnote9
PROTECTING YOUR ONLINE SECURITY
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
- Safeguarding your personal information is one of our highest priorities. While many of us continue to work from home we find ourselves utilizing technology more now than ever. For some tips and tricks that can help you be more secure check our cybersecurity center.
- Multi-Factor Authentication (MFA)
- Alerts and Notifications
- Automatic Session Time Out
- VoiceID
- Fraud Detection and Prevention
- Digital Tools
- Cybersecurity Fusion Centers
- Threat Landscape Monitoring
- Employee Training and Testing
Location
Meet The Mellos Group
About Faye Mellos
She specializes in working with multigenerational families, emphasizing tax efficiency, wealth preservation, and legacy planning. Faye’s holistic perspective empowers clients to navigate investing and estate planning with clarity and confidence.
Faye is also deeply committed to community engagement and the advancement of women. She mentors a Cambodian student through SheCan, a nonprofit supporting female leadership in post conflict countries. She serves on the International Finance Committee of the Zonta Foundation for Women and is a charter member of the Zonta e Club of Silicon Valley. Locally, she is active in the Sonoma Valley Woman’s Club.
Outside of her professional and volunteer commitments, Faye enjoys hiking, wine tasting, and gardening. She and her husband, Michael, live in downtown San Francisco and spend time at their home in Sonoma.
NMLS#: 1394665
CA Insurance License #: 0B76089
About Eric Peterson
Eric utilizes Morgan Stanley's vast institutional resources to address the complex needs of high-net-worth and ultra-high-net-worth individuals and families. He offers guidance on concentrated stock strategies, Rule 144 transactions, 10b5-1 trading plans, and advanced estate and tax planning strategies. He collaborates with advisors in Morgan Stanley Private Wealth Management and Greystone Institutional Consulting to provide comprehensive solutions for clients with the most complex needs. Furthermore, Eric leverages Morgan Stanley’s Family Office Resources platform to assist clients with multigenerational wealth transfer, philanthropic planning, and bespoke family governance solutions.
NMLS#: 1507453
About Philip Peterson
After serving in the U.S. Army in Germany in the early 1970s, Philip launched his financial career at EF Hutton & Co. in 1979. His career has also included extensive experience in banking and lending, notably as Wells Fargo’s Regional Banking Consultant for Southern California.
Philip joined Morgan Stanley in 1999. He draws on the firm’s extensive resources and intellectual capital to deliver tailored asset management, risk mitigation, and investment strategies to individuals and families. He also provides clients with access to a comprehensive suite of banking and lending services.
Philip believes strongly in the power of collaboration. Within The Mellos Group, each team member contributes specialized knowledge to develop solutions that reflect a shared commitment to client success.
NMLS#: 1347354
CA Insurance License #: 0G91542

Contact Faye Mellos

Contact Eric Peterson

Contact Philip Peterson
Awards and Recognition


For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan 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.
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.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8Morgan 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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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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.
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Awards Disclosures