Peter Kokolis

About Peter Kokolis

Peter Kokolis is a Senior Vice President, Financial Advisor and Portfolio Management Director with Morgan Stanley Wealth Management in Williamsburg, VA, where he has been a resident since 1976. After earning an Economics and Business degree from the Virginia Military Institute, Peter started his career in financial services with Merrill Lynch Wealth Management in August 1996. Peter adopted an early belief that financial planning is the foundation of advising clients successfully toward their goals. As his client base grew, Peter and his brother, John, formed a partnership to better serve their clients’ needs. During the financial crisis of 20••••09, many of their clients became concerned about the direction of the investment industry. In January of 2009, Morgan Stanley and Smith Barney announced that they would merge into one company, making them one of the largest financial firms in the industry. The Kokolis’ considered this combination would create the stability and a robust investment platform that would be essential to advising their clients in the future. Peter and John decided to move their practice to Morgan Stanley in April of 2009. Peter and his wife, Christina, have three children, Noelle, Arianna, and James. Outside of work, Pete is an active member of the James City County Rotary Club, the local VMI Alumni Chapter. He is also a member of St. Demetrios Greek Orthodox Church in Williamsburg, VA. Pete enjoys spending quality time with his family, exercising and coaching his children in sports. NMLS ID #12•••95

Experience

1. Senior Vice President, Portfolio Management Director, Family Wealth Director, Financial Advisor

   Morgan Stanley

   Apr 2009 — Present · Williamsburg, VA, US

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Education

• Virginia Military Institute

  Bachelors

  1992 — 1996