Cfp Peter Sanfelippo Adpa Csric Email & Phone Number | I am a financial advisor at UBS because I find fulfillment in building meaningful relationships and providing dependable solutions. It's those relationships that open doors to collaboration, a collaboration that cultivates powerful solutions. My clients take control of their financial future, using past successes to generate future prosperity. Every client situation is unique, which is why every client deserves a unique approach catered to all aspects of their lives. I am a Certified Financial Planner, Accredited Domestic Partnership Advisor, and Chartered Socially Responsible Investing Counselor. With nearly 30 years of service, I have had the privilege of working with clients of varying wealth levels and stages of financial development, through a variety of market climates. The client base my partners, Greg Camden, Shane Lunsford, and I work with is as diverse as our skill set including individuals, multigenerational families, and business owners. I am a native of Columbus, Ohio, and still keep an eye on all things at Ohio State University. I attended Washington University in St. Louis as an undergraduate, then obtained my MBA from Saint Louis University. Due to all St. Louis has to offer, I remain here more than 3 decades later. My wife, Patty, and have been so fortunate to watch our children Paige and Trip develop into the young adults they are today as they carve their own paths through their collegiate and professional opportunities. When I'm working with clients I enjoy spending time with my family, golfing, and getting involved with local organizations that enrich the community. **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States** AR,AZ,CA,DC,FL,GA,IL,MA,MD,ME,MI,MN,MO,NC,NJ,OH,TX,WA,WI /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cfp Peter Sanfelippo Adpa Csric

I am a financial advisor at UBS because I find fulfillment in building meaningful relationships and...
Chesterfield, Missouri, United States

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Cfp Peter Sanfelippo Adpa Csric’s Email peter.csric@ubs.com

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Cfp Peter Sanfelippo Adpa Csric’s Location Chesterfield, Missouri, United States

Cfp Peter Sanfelippo Adpa Csric’s Current Industry Ubs

Cfp Peter Sanfelippo Adpa Csric’s Prior Industry Morgan Stanley Wealth Management

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Work Experience

Ubs

Director

2004-10-01 00:00:00 - Present

Morgan Stanley Wealth Management

Vice President

1995-01-01 00:00:00 - 2004-10-01 00:00:00

Skills

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Languages

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FAQ About Cfp Peter Sanfelippo Adpa Csric

Cfp Peter Sanfelippo Adpa Csric is located at
Chesterfield, Missouri, United States

Cfp Peter Sanfelippo Adpa Csric is a I am a financial advisor at UBS because I find fulfillment in building meaningful relationships and providing dependable solutions. It's those relationships that open doors to collaboration, a collaboration that cultivates powerful solutions. My clients take control of their financial future, using past successes to generate future prosperity. Every client situation is unique, which is why every client deserves a unique approach catered to all aspects of their lives. I am a Certified Financial Planner, Accredited Domestic Partnership Advisor, and Chartered Socially Responsible Investing Counselor. With nearly 30 years of service, I have had the privilege of working with clients of varying wealth levels and stages of financial development, through a variety of market climates. The client base my partners, Greg Camden, Shane Lunsford, and I work with is as diverse as our skill set including individuals, multigenerational families, and business owners. I am a native of Columbus, Ohio, and still keep an eye on all things at Ohio State University. I attended Washington University in St. Louis as an undergraduate, then obtained my MBA from Saint Louis University. Due to all St. Louis has to offer, I remain here more than 3 decades later. My wife, Patty, and have been so fortunate to watch our children Paige and Trip develop into the young adults they are today as they carve their own paths through their collegiate and professional opportunities. When I'm working with clients I enjoy spending time with my family, golfing, and getting involved with local organizations that enrich the community. **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States** AR,AZ,CA,DC,FL,GA,IL,MA,MD,ME,MI,MN,MO,NC,NJ,OH,TX,WA,WI /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**