Peter J. Alexopoulos

Peter J. Alexopoulos

Senior Financial Representative

Followers of Peter J. Alexopoulos76 followers
location of Peter J. AlexopoulosSpringfield, Massachusetts Metropolitan Area

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  • Timeline

  • About me

    Senior Vice President - Wealth Management, Financial Advisor at UBS Financial Services Inc

  • Education

    • Western New England College

      1993 - 1997
      Bachelor of Science in Business Administration Finance and Economics

      Summa Cum Laude Honors

  • Experience

    • Fidelity Brokerage Services

      Nov 1997 - Nov 2003
      Senior Financial Representative
    • Morgan Stanley Wealth Management

      Nov 2003 - Nov 2008
      First Vice President
    • UBS Financial Services

      Nov 2008 - now
      Senior Vice President - Wealth Management, Financial Advisor
  • Licenses & Certifications

    • Certified Financial Planner® Practioner

      Certified Financial Planner Board of Standards
      Dec 2009
      View certificate certificate
    • **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MN, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA

      FINRA
  • Honors & Awards

    • Awarded to Peter J. Alexopoulos
      Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025 - Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025 The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures