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Pedro B
Series 66
Alpharetta, GA
Morgan Stanley
Pedro Bautista is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Allen Creek and Amazon, and also has experience in education at both Gainesville High School and Gainesville Middle School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and approved planning tools to guide its financial planning process.
George P
Series 66
Alpharetta, GA
Morgan Stanley
George Peterson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 20 years of industry experience. He has prior experience at E*Trade Capital Management and E*Trade Securities. Outside of his advisory work, Peterson is involved as a basketball referee with the Multi-County Basketball Officials Association and is a partner at Krucial Sports Training & Wellness, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and market simulations to help clients model potential outcomes.
Matthew J
Series 63, Series 65
Alpharetta, GA
Morgan Stanley
Matthew Janssen is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and has 12 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Centaurus Financial, Inc. for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
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