Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 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
• Liquidity Needs and Cash Management
• Business and Personal Credit Lending through Bank of
|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.
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #1020169
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.