Peter Maloney is a financial advisor with Morgan Stanley in Westerly, RI, holding the Series 63 and Series 65 designations and possessing 33 years of industry experience. He previously worked at UBS Financial Services for 11 years and has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Philip Aronoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Aronoff also holds a role related to a trust as noted in his business activities. 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 employs structured discovery conversations and firm-approved planning tools.