Peter J. Carr, CEPA® in

Peter J. Carr, CEPA®

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Senior Vice President, Financial Advisor at Morgan Stanley
📍 Metro Jacksonville, United States

Peter J. Carr is a Senior Vice President and Financial Advisor at Morgan Stanley with over 35 years of experience. As a Certified Exit Planning Advisor®, he specializes in creating customized investment strategies and exit plans for business owners, focusing on asset allocation, portfolio construction, and strategic planning.

His interests include following the University of North Florida. His professional activities suggest a keen awareness of how geopolitical developments and talent retention strategies can impact financial markets and businesses. He also holds a certification in Life and Variable Annuities.

Unique fact: Peter studied Romanian at the Defense Language Institute.

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Experience
36 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Metro Jacksonville, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Peter cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA®), he focuses on creating multi-disciplinary strategies for business owners preparing for an eventual transition.
Portfolio Diversification
He actively advises clients with substantial concentrated equity positions on strategies to mitigate risks and safeguard their investments.
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Career

Work history

3-2010
Senior Vice President, Financial Advisor
Morgan Stanley
3-2002 - 3-2010
Vice President/Investments
Bank of America Investments
12-1999 - 3-2002
Vice President/Investments
Deutsche Bank Securities
1994 - 1999
Vice President/Investments
PaineWebber
1992 - 1994
Vice President/Investments
Prudential Securities
In the press

Media appearances

Morgan Stanley's Peter Carr Heads to Academia. Featured in The Wall Street Journal
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Morgan Stanley's Peter Carr, Noted Derivatives Expert, to Chair NYU Tandon Finance and Risk Engineering. Featured in PR Newswire
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Education
2021 - 2021
Certified Exit Planning Advisor® (CEPA®)
Exit Planning Institute
1974 - 1975
Romanian
Defense Language Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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