OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
The Pappas Group is committed to having a positive impact on our client’s lives. We are a multi-generational family financial advising practice that focuses on simplifying the financial picture for the high net worth families we serve. We strive to achieve this by creating both a financial plan and customized investment strategy centered on each family’s goals and values, as they define them. Peter and John get involved in helping their client’s families navigate life events from both a financial and personal standpoint. We look forward to meeting families and listening to their goals and aspirations, and working with them to make their goals a reality.
The Pappas Group is passionate about giving back to their community.
Peter Pappas currently serves on the board of the Willie Ross School for the Deaf. He is also the President of the Trustees for the Diocese of Western Massachusetts. In addition, he serves as a trustee for Springfield College.
John Pappas currently serves on three area boards; Big Brothers Big Sisters of Hampden County, The Children’s Study Home, and the Rotary Club of East Longmeadow. He enjoys helping in the fundraising efforts for all three of these organizations.
Peter received his B.A. cum laude from Kenyon College in 1973. He received his M.A. in American Studies from Union College, and his M. Ed. from Springfield College. He has earned Morgan Stanley's Financial Planning Specialist and Portfolio Manager designations. Peter has served as President of the Children's Study Home, The Springfield Public Forum and Glenmeadow. He is President of the trustees for the Episcopal Diocese of Western Massachusetts. He serves on the board of the Willie Ross School for the Deaf.
Securities Agent: AK, AZ, CA, CO, CT, DC, FL, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative
John received a B.A. in Managerial Economics from Allegheny College in 2007. In 2015, John received his M.B.A. in Finance from the Isenberg School of Management at UMass Amherst. Prior to pursuing his M.B.A., John worked as an analyst in Boston in a variety of roles in the healthcare industry. He is passionate about giving back to his community; he spent 6 years volunteering as a Big Brother in the Big Brothers Big Sisters of Massachusetts Bay program. He serves on the board of the Children’s Study Home, as well as Big Brothers Big Sisters of Hampden County and the Rotary Club of East Longmeadow.
Securities Agent: AK, AZ, CA, CO, CT, DC, FL, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Global Investment Committee Weekly
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
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Navigate the money taboo and get together around what really matters—your family.
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