Peter Needham

Peter has more than 40 years of experience in the financial services industry. He spent the first half of his career with Morgan Stanley in treasury management; his roles included European Treasury based in London and Treasurer of Morgan Stanley Trust Company. Through this experience, he has become well-versed in balance sheet management, cash management, hedging and insurable risks. When meeting with clients, he believes listening to their concerns and aspirations is just as important as offering financial planning solutions. He has also been named a Five Star Wealth Manager (2017-2023).* Peter is an avid fan and alumni of the Villanova soccer team, and is passionate about giving back to the organization. He also is a season ticket holder of the Villanova basketball team. Peter splits his time between Berkeley Heights, NJ and Hilton Head, SC where he enjoys golfing.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18. Awarded 12/01/19 for the period of 3/01/19 - 10/16/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.