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Peter W
Series 63, Series 65
Palm Springs, CA
Morgan Stanley
Peter Waterloo is a financial advisor with Morgan Stanley in Palm Springs, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, he serves as secretary for TaylorSF Inc., a private company involved in buying, developing, and selling residential real estate. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, and the firm offers a broad range of retail and institutional investment services.
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