40-Under-40: Where Are They Now?

Checking in with Pete Ingraham

Name: Pete Ingraham

Year Named 40-Under-40: 2007

Current position: Vice President, Financial Advisor Morgan Stanley Naples

Career highlights since 40-Under-40: Morgan Stanley Naples recruited me from UBS Bonita Springs, where I’ve continued to grow and improve my practice. 2017 was my fifth consecutive year being named a Five Star Wealth Manager Award Winner in Gulfshore Life. I became a Wealth Manager to, and have developed a wonderful friendship with, best-selling author Dan Millman (Way of the Peaceful Warrior). After reading the book, I wrote a letter to Dan, explaining how much I enjoyed the book and what it meant to me. I went on to elaborate on what I do, and asked him to contact me if he thought I could meaningfully help him. A few weeks later, he called me. We met and within a few months, he became a client (and has been for over a decade).

What did being named 40-Under-40 mean to you? It helped create awareness and visibility in the community and enhanced my reputation, legitimacy and authenticity. It truly helped me help more people in deeply meaningful ways.

What advice do you have for this year's 40-Under-40? Never stop taking risks. “Only a real risk tests the reality of a belief.” —C.S. Lewis

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