Peter Q. Morris

Peter Q. Morris, CFP®, CPWA®, CRPC®, is a seasoned wealth advisor with over two decades of experience in holistic wealth management. Currently serving as Senior Vice President at UBS, Peter focuses on understanding each client's unique financial story to create personalized financial plans that align with their goals and values. Prior to this role, Peter held the position of First Vice President at Smith Barney from 1996 to 2011, further honing their expertise in the industry. Peter holds a certification from the College for Financial Planning, completing the CFP Certification Professional Education Program from 2002 to 2006.