Peter Knowles, CFP®, is a Senior Portfolio Manager and Financial Advisor at Morgan Stanley, where they have worked since 2008. With over 15 years of experience, Peter specializes in assisting high net worth individuals in developing and executing investment strategies aligned with their long-term goals. Prior to their role at Morgan Stanley, Peter was associated with Merrill Lynch from 2006 to 2008. They focus on creating detailed financial plans that reflect clients' investment needs and risk tolerances while ensuring continuous communication and adjustments based on market conditions.
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