Kevin Peters in

Kevin Peters

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Managing Director, Wealth Advisor at Morgan Stanley
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
43 Years
Current Role
Managing Director, Wealth Advisor
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2007
Managing Director, Wealth Advisor
Morgan Stanley
2000 - 2007
Senior Vice President, Wealth Advisor
Merrill Lynch
1982 - 2000
Vice President, Wealth Advisor
Morgan Stanley Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1976 - 1980
B.S. in Business and Finance; Minor in Business Law
University of Kentucky
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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