Peter Dean - Morgan Stanley - Santa Cruz, California

Peter Dean – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking expert financial consulting and tailored investment services, Peter Dean at Morgan Stanley presents a dedicated resource. Located at 6004 La Madrona Dr, Santa Cruz, CA 95060, United States, Mr. Dean offers a personalized approach to wealth management, prioritizing client needs and long-term financial goals. His commitment to accessibility and client satisfaction is evident in his firm’s facilities and service offerings. This overview will delve into the specifics of Mr. Dean’s practice, highlighting his expertise, location details, and key contact information.

Specialties and Services

Peter Dean specializes in providing comprehensive financial consulting and investment services. He assists clients with a wide range of financial needs, including:

• Investment Management: Developing and implementing investment strategies aligned with individual risk tolerance and financial objectives. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Retirement Planning: Strategic planning for retirement income, encompassing savings, investment, and distribution strategies.
• Estate Planning: Working with clients to develop estate plans that ensure their assets are distributed according to their wishes and minimize potential tax liabilities.
• Financial Planning: Providing holistic financial planning services, addressing budgeting, cash flow management, debt reduction, and insurance needs.
• Wealth Preservation: Implementing strategies to protect and grow wealth across generations.

Mr. Dean’s experience within Morgan Stanley allows him to leverage the firm’s extensive research capabilities and global network to deliver sophisticated investment solutions. He is dedicated to providing unbiased advice and acting as a trusted advisor to his clients.

Location and Accessibility

The office of Peter Dean – Morgan Stanley is situated in the heart of Santa Cruz, California. The specific address is 6004 La Madrona Dr, Santa Cruz, CA 95060. This location is easily accessible and designed to accommodate clients of all abilities. Key accessibility features include:

• Wheelchair-Accessible Car Park: A designated parking area is available for clients using wheelchairs or mobility devices.
• Wheelchair-Accessible Entrance: The building entrance is fully accessible, ensuring ease of entry for all visitors.
• Wheelchair-Accessible Toilet: A fully compliant accessible toilet is provided within the office.
• Toilet Facilities: Standard toilet facilities are available.
• Appointments Recommended: While walk-ins are occasionally accommodated, scheduling an appointment is strongly recommended to ensure dedicated time and personalized attention.

Contact Information

To schedule an appointment or discuss your financial needs, please contact Peter Dean directly:

• Phone: 8314405254
• Website: advisor.morganstanley.com

Client Feedback and Reputation

Currently, Peter Dean – Morgan Stanley has 0 reviews on Google My Business. This indicates a relatively new or emerging business within the local market. However, Morgan Stanley’s established reputation and Mr. Dean’s individual expertise provide a strong foundation for trust and confidence. It is recommended to actively seek out client testimonials and feedback as the business grows. The average opinion is 0/5, reflecting the lack of publicly available reviews at this time. Future growth and positive client experiences are anticipated.

Overall Recommendation

Peter Dean at Morgan Stanley offers a compelling combination of professional expertise, a convenient location, and a commitment to client accessibility. While currently lacking a significant online presence in terms of reviews, his affiliation with a reputable firm like Morgan Stanley and his focus on individualized financial planning make him a worthwhile consideration for those seeking a dedicated investment advisor. We encourage prospective clients to contact him directly to discuss their specific financial goals and explore how his services can be tailored to their unique needs. His dedication to providing a seamless and accessible experience underscores his commitment to building long-term client relationships. Further due diligence, including verification of credentials and a thorough discussion of fees, is always advised before making any financial decisions. The accessible facilities demonstrate a proactive approach to inclusivity, benefiting a wider range of clients. He consistently prioritizes a personalized and attentive approach to investment management, adding value beyond simply executing trades. His service extends to comprehensive financial planning, creating a holistic strategy for clients’ long-term financial well-being. The accessibility features represent a significant advantage for clients with mobility limitations. Contacting the office via phone or the website provides straightforward access to scheduling an appointment and initiating a conversation about financial needs.

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