About Peter Neville
Peter Neville
Senior Vice President
Private Wealth Advisor
Family Wealth Director
Investing with Impact Director
Corporate Cash Investment Director
Peter Neville began his financial services career with Merrill Lynch in Hartford, CT in 1981 and in 1988 joined Morgan Stanley. As the industry evolved, Peter focused on meeting the intergenerational needs of their client families and formed the Neville Group at Morgan Stanley Private Wealth Management in 2006. Earning the Family Wealth Director designation in 2008 symbolized his dedication and commitment to preserving the generational wealth of affluent individuals, families, and family offices. Focusing primarily on the team’s Ultra-High Net Worth Clients, he has developed a comprehensive approach to managing significant wealth in addition to meeting the intergenerational needs and stewardship required with the wealth transfer process. For more than 30 years, Peter has leveraged Morgan Stanley’s Global Resources to serve his clients and has enjoyed the opportunity to witness the impact social and financial capital can achieve through family foundations, charity, and the social commitment that the team’s clients engage in.
As part of Morgan Stanley’s best-in class intellectual capital , Peter is a Senior Investment Management Consultant with the firm’s Consulting Group and a graduate of the distinguished Investment Management Analyst program at the Wharton School of Business. He is also in a select group of sustainable investing advisors with the title of Investing with Impact Director. His commitment to financial stewardship and investment management enable him to not only manage clients with significant family and individual wealth but also institutional cash resources for corporations, foundations and endowments. Trust and estate planning strategies, pre-and post-liquidity planning, cash and lending services, and strategic asset management are just a few of the staple services Peter and his team provide for clients.
During his tenure in the business, his success and commitment to his clients has been recognized through various publications. For 2012, 2013 and 2014 Peter ranked number 8, number 29, and number 30 respectively including six consecutive times in total within the state of Connecticut as one of Barron’s Top 1,000 advisors.
After graduating from Deerfield Academy, Peter attended the Whittemore School of Business at the University of New Hampshire in Durham. He started his career in business in marketing with IBM before entering the financial services industry and was a former executive committee member at both The Village for Families and Children in Hartford and at Deerfield Academy in Massachusetts. He currently resides in West Hartford, CT and enjoys spending time with family during his time off.
“Execution oriented, client centric, relationship driven. Never, ever, ever let anything fall through the cracks.”
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
2012-2014 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2014). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: VT, NE, RI, NH, DC, AR, AL, OH, KY, CT, AK, VI, SC, NV, AZ, TN, NJ, MI, WY, NY, MN, ME, HI, WA, UT, PR, OR, MO, ID, CO, VA, SD, OK, MS, CA, WI, MT, MD, IN, IL, GA, FL, TX, NC, MA, LA, KS, DE, WV, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1809611