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    Peter Alexopoulos

    Senior Vice President - Wealth Management at UBS Wealth Management

    Peter J. Alexopoulos is a Senior Vice President - Wealth Management and Financial Advisor at UBS Financial Services Inc., based in the Springfield, Massachusetts Metropolitan Area.12 He joined UBS in October 2008 and formed the Verus Wealth Management Group in 2013, which manages over $684 million in client assets as of December 2023.13

    With over twenty years of experience as a financial advisor, Peter focuses on delivering highly customized solutions to individuals, families, and small to medium-sized businesses.1 He is passionate about his clients' success and strives to provide the highest level of customer service.3

    Career Background

    Before joining UBS, Peter held positions at:

    • Morgan Stanley's Global Wealth Management division as a First Vice President Wealth Advisor
    • Fidelity Investments in West Hartford, Connecticut as a Senior Financial Representative

    Education and Credentials

    • Graduate of Western New England College with Summa Cum Laude honors, studying Finance and Economics
    • Obtained CERTIFIED FINANCIAL PLANNER™ certification on February 24, 2009
    • Holds FINRA Series 7, 9, 10, 31, 63, and 65 licenses
    • Possesses life and health insurance licenses, including California insurance license 0E2993813

    Personal Life

    Peter resides in Longmeadow, Massachusetts with his wife Susan and their four children: Catalyna, John, Natalya, and Isabella. In his free time, he enjoys day trips and outdoor activities with his family.13

    Highlights

    Dec 5 · advisors.ubs.com
    Peter Alexopoulos, CFP - Springfield, MA - UBS
    Peter Alexopoulos, CFP - Springfield, MA - UBS
    Aug 25 · salesflow.io
    Peter J. Alexopoulos – Senior Vice President – Wealth Management ...
    Apr 4 · Forbes
    Best-In-State Wealth Advisors 2023 - Forbes
    Best-In-State Wealth Advisors 2023 - Forbes
    Jan 1 · advisors.ubs.com
    Meet the team - Verus Wealth Management Group - Springfield, MA

    Related Questions

    What are Peter Alexopoulos' main responsibilities at UBS Financial Services?
    How did Peter Alexopoulos transition from Morgan Stanley to UBS?
    What is the Verus Wealth Management Group, and how does it differ from other wealth management groups?
    What specific services does Peter Alexopoulos offer to his clients?
    How has Peter Alexopoulos' career evolved over the past two decades?
    Peter Alexopoulos
    Peter Alexopoulos, photo 1
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    Location

    Springfield, Massachusetts Metropolitan Area