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- Trust & Estate Planning Services4
- Education Funding1
Peter holds Chartered Retirement Planning Counselor CRPC designation and CERTIFIED FINANCIAL PLANNER CFP certification.
He began his career in financial services in 1985 and joined Merrill Lynch Wealth Management in 2012. His focus is on developing strategies and recommendations for high-net-worth individuals, their families and their businesses. His top priority is helping them get their financial house in order, so that they can meet their short- and long-term financial goals.
Peter’s approach to wealth management is consultative, objective and committed to excellence. “It usually begins with a simple conversation, where my job is to ask relevant questions and do most of the listening,” Peter explains. He chose Merrill “because of its history of leadership, extensive resources and industry reputation.” With today’s uncertainties, he believes that “clients take great comfort knowing that they are working with a well-established firm which takes long-term view towards client relationships.”
As part of the Wealth Management Group in Silicon Valley, Peter takes his responsibilities seriously. He views himself as “a portal to some of the best money-managers in the world.” In addition, Peter also sees himself “as a liaison to an impressive group of in-house experts and outside consultants who understand the complex and ever-changing client concerns, including the need for increased income, lowering tax burdens, and growing one’s assets.”
Peter grew up on a cattle ranch in Northern California near Silicon Valley, where he developed a strong work ethic and affinity for the great outdoors. He has served as a CFO for a high technology company and as a Managing Member of a venture capital fund-of-funds.
He comes from a philanthropic and education-oriented family. The heart of Henry Coe State Park was donated in memory of his great grandfather. (He has served as the Vice President of the Pine Ridge Association at Henry W. Coe State Park Board.) Mr. Verbica also has served as a member, Trustee, VP and Finance Chair on various non-profit boards and service organizations, including local Rotary clubs, museums and schools. He currently serves as Vice President of the SJ Symphony Foundation.
He is a Paul Harris Fellow at Rotary and served as Chair of the Military Care Committee, which has provided hundreds of care packages to active U.S. service members, as well as support for organizations which help their families.
Peter enjoys supporting his alma maters as a graduate of Bellarmine College Preparatory, Santa Clara University, Santa Clara University School of Law and Massachusetts Institute of Technology. Peter has taught "Principles of Investments" numerous semesters at San Jose State University in the Economics Department.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Bellarmine College Preparatory
Massachusetts Institute of Technology
Santa Clara University
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.