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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Peter Wernemar
Senior Vice President
Senior Financial Advisor
Peter’s experience in the financial services industry spans two decades. A native Swede, Peter came to the United States in 1994 on a tennis scholarship. He received his B.A. in Business from Elon University in North Carolina, with concentrations in finance and international business management. He began his career as a Financial Planner with John Hancock Financial Services in North Carolina. In 1999, he was recruited by Morgan Stanley Dean Witter. He was given the opportunity to join Merrill Lynch Wealth Management in 2001 and relocated his business to Newport Beach, California.
Peter’s focus is on developing and delivering quality wealth management advice and guidance for high net-worth clients. Drawing on the investment insights of Merrill Lynch Wealth Management and the banking strength of Bank of America, Peter adopts a total wealth management approach. His individualized service, supported by a dedicated hands-on team, allows each client to receive prompt, detailed and personalized attention that makes them feel as if they are his only client.
Specifically, Peter works with his clients in the following areas:
• Planning and Structuring of Wealth Transfer
• Risk and Asset Allocation: Strategic, Tactical and
Opportunistic
• Liquidity Needs and Cash Management
• Business and Personal Credit Lending through Bank of
America N.A.
Peter’s philosophy is to keep things simple and straightforward. Each client has different financial goals and desires. Peter feels it is his job to listen and understand each client’s needs so he can implement an individualized and customized financial strategy that is designed to accomplish both long-term investment objectives and short-term monetary requirements. Peter respects the hard work his clients have invested to create their wealth. Peter takes the responsibility of managing that wealth so his clients have the freedom to pursue their own passions and desires.
Peter enjoys golf, tennis, and yoga. Even more importantly, he cherishes spending time with his wife Shannon, and their four children that are the pride and joy of his life.
Swedish
Elon University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637449
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
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Transcript of Video
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