About Kelly Peterson
Kelly began his career as a Financial Advisor with Morgan Stanley in 2015. After working 15-years in another industry, he went back to school full-time and completed his Bachelor of Science in Finance before receiving an offer to work at Morgan Stanley. For his first year with the firm, Kelly wrote financial plans for clients of other financial advisors from two offices in Las Vegas, and four offices in California. This role gave Kelly the opportunity to experience many unique client situations in a short time, and also allowed him the chance to witness how other Financial Advisors worked with their clients. These invaluable lessons helped shape Kelly’s view on markets, client interactions, and how he approaches working with each client on an individual level.
Kelly enjoys developing long-term relationships with clients as they work together to discover financial goals and create a plan to reach them, address challenges, and navigate investing through market cycles. He strives to provide his clients with education to give them a foundational understanding of the importance of sticking to an investment strategy, of addressing risk management, and of how changes in their lives may impact their financial plan. Kelly realizes that choosing a financial advisor is an important decision, and he strives to make sure clients feel they made the right decision to work with him and his team.
Kelly and his wife, Kara, were married in 2007, and have three wonderful boys: Brigham, Bentley, and Forrest. They love to visit family together and enjoy spending time exploring the outdoors. Kelly served on the Board of Directors for the Lutheran Social Services of Nevada for over six years and held the roles of President and Vice President during his time with the organization. He also participated in a local Rotary Club and was the club President during 2020-2021.
Securities Agent: CT, IL, TX, SC, PA, MA, GA, AZ, OH, CA, WY, TN, NJ, NH, KS, ID, AK, NM, HI, WA, OR, MI, WI, NC, MT, IN, IA, FL, MS, ME, MD, CO, VA, UT, MO, NE, KY, NY, NV, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1584402
CA Insurance License #: 0M89208