Thorson Ferdinand Weidmuller Group at Morgan Stanley

Petr Thorson is a highly experienced financial advisor with a comprehensive understanding of investments. Petr joined Morgan Stanley in 2017. His journey began at Morgan Bank, where he gained valuable exposure and developed a passion for investments. Unlike many other advisors, Petr specializes in investments, giving his clients a distinct advantage in wealth management.

Driven by his genuine care and concern for clients, Petr stands out from the competition. He recognizes the unique benefits of individual stocks and provides his clients with in-depth knowledge, strong performance, and tax advantages. Petr is praised for his attentive approach and has been actively involved in various organizations within the Greenwich community, including serving as the past president of the Greenwich Health Care Center and the Republican Roundtable of Greenwich.

In addition to his financial expertise, Petr values his family deeply and has maintained a close relationship with his three daughters. He completed his undergraduate studies at Yale University and pursued his graduate education at New York University, enhancing his knowledge and expertise in the financial services industry.

Sara Thorson is a Senior Vice President, Financial Advisor, Portfolio Management Director and a founding partner of The Thorson Ferdinand Weidmuller Group at Morgan Stanley. For over fifteen years, she has helped a select group of multigenerational families, entrepreneurs, foundations, and endowments navigate the intersection of life and capital across the full spectrum of their wealth management needs.

A graduate of Columbia University, Sara began her wealth management career in 2007 at Merrill Lynch Private Banking & Investment Group before transitioning to their wealth management division in 2011. Prior to wealth management, she spent over a decade as a film editor and production manager in New York, Los Angeles, and North Carolina —where she developed a creative problem-solving skillset that today gives her a distinctive edge in addressing the complex needs of her clients and their families.

Since joining Morgan Stanley in 2017, she has become a trusted advisor to clients with ambitious long-term goals, often collaborating with estate attorneys, trustees, and tax professionals to help clients align their wealth with their values and legacy plans. As a Portfolio Management Director, she plays a central role in shaping the team’s investment philosophy, creating tailored portfolios that support families across generations.

From family succession planning and concentrated equity management to philanthropic strategy, liquidity planning, and family governance, Sara is committed to bringing clarity and strategic thinking to every relationship.

Outside the office, Sara lives in South Norwalk, Connecticut with her husband, Stefano, and has three stepdaughters who live and work in New York and Italy.

Peter is a First Vice President and Portfolio Management Director at Morgan Stanley Wealth Management. With over 35 years in the financial services industry, Peter brings a broad experience set and knowledgebase to serve his clients. Peter joined Morgan Stanley in 2017. Previously, he was a financial advisor at Merrill Lynch and an institutional equity salesperson at Robertson Stephens in San Francisco and Salomon Brothers in New York City.

As an advisor, Peter's primary goal is to assist clients in understanding their unique financial circumstances. He believes that by collaborating with clients and educating them about the financial planning and investment process, they can actively participate in developing and implementing long term plans. By removing the mystery surrounding financial markets, Peter aims to provide his clients with a clear path to follow and to alleviate any concerns that may come up along the way.

Peter graduated from Syracuse University’s Whitman School of Management in 1986 with a BS degree in Finance and an Economics minor. Peter currently resides in Weston, CT. with his wife of 30 years and two dogs. Their daughter is currently a senior at the University of Vermont.

Charles Weidmuller is a Vice President, Financial Advisor, and Senior Portfolio Manager with The Thorson Ferdinand Weidmuller Group at Morgan Stanley. Drawing on deep knowledge of the capital markets, Charles brings a disciplined, research-driven approach to the team’s in-house U.S. Equity Strategy. As co-architect of the group’s customized portfolios, Charles works with a select group of executives, entrepreneurs, financial professionals, multigenerational families, and institutions across the country.

A graduate of Roger Williams University, Charles began his career on the floor of the New York Stock Exchange, working directly with institutional trading desks and executive leadership at NYSE-listed companies. That formative experience — navigating market complexity at the source — continues to inform his investment philosophy today. Since joining Morgan Stanley in 2017, Charles has completed the firm’s rigorous Portfolio Management program and now advises some of the firm’s most discerning clients across both Private Wealth Management and Institutional Middle Markets.

His work sits at the intersection of public and private markets, where he designs investment strategies that combine disciplined asset allocation with selective access to differentiated opportunities — including hedge funds, private equity, and real assets. With a focus on both risk management and return potential, Charles helps clients navigate complex challenges such as concentrated stock exposure, legacy planning, and multi-jurisdictional tax implications. At every turn, his work reflects the team’s hallmark approach: thoughtful, high-touch planning, institutional-grade precision, and a long-term commitment to families that spans generations.

Charles lives in New Canaan, Connecticut with his wife, Emily.

Bringing a blend of extensive knowledge and experience acquired over 35+ years on Wall Street, Caroline started her career as an institutional Futures trader with Dominick & Dominick where she was responsible for trading Foreign Currency, Treasury Bond and Equity Index futures. She moved into institutional and private wealth portfolio management with Avatar Associates, working directly with the late legendary investor, Martin Zweig. Following her time at Avatar Associates, she successfully built and led the private wealth management business of a mid-sized private investment bank and then joined an Atlanta-based consulting firm as COO in 2002, being named Managing Partner/CEO in 2003. After facilitating the successful sale of the firm in 2009, Caroline returned to private wealth management as a Senior Portfolio Manager/Financial Advisor with Morgan Stanley Smith Barney. She held the same positions at UBS and Merrill Lynch between 2011-2019, returning to Morgan Stanley in 2019.
Caroline and her team advise clients on the accumulation, preservation and transfer of wealth through comprehensive, customized investment and wealth management strategies. She creates diversified investment portfolios focused on achieving the client’s goals. Upon the client’s request, she will also align their personal values or desire to effect change with their long-term investment strategy. She and her team ensure a client’s total long-term financial goals are met by leveraging extensive knowledge of estate/retirement/business succession/divorce financial planning, risk management and by providing clients access to the vast global resources of Morgan Stanley.
She currently serves as Vice Chair/Board of Trustees of The Pequot Library (Southport, CT); serves on the Wells College National Planned Giving Advisory Committee; and is a member of the Tiffany Circle - Society of Women Leaders of the American Red Cross.

Shannon joined Morgan Stanley Wealth Management in 2021 as a Client Service Associate. After obtaining her Series 7 and Series 66 licenses, she became a Registered Client Service Associate in 2022. Prior to joining Morgan Stanley, she began her career in the financial services industry with Ameriprise Financial as a Client Services Manager.

Shannon graduated from Villanova University in 2021 with a B.A. in Political Science, as well as minors in Business and Spanish. She currently lives in Stamford, CT, and enjoys traveling and spending time with family and friends.