Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Peter joined Merrill Lynch Wealth Management in 2005, helping to support the management team of the Central Florida Market. In 2007 he completed the Firm’s management assessment & training program and became an Administrative Manager overseeing risk and compliance management. As an Administrative Manager Peter has held positions in Palm Springs, CA, Newport Beach, CA, and Orlando, FL where he returned to in 2011. During his time as an Administrative Manager, Peter also had exposure to special projects with the Firm’s business in the United Kingdom, and has acted as an assessor and mentor for new leadership candidates.
In January 2017 Peter became Resident Director of the Brevard Merrill Lynch Wealth Management office, and also started his practice as a Financial Advisor. As Resident Director Peter focuses on leading the effort to represent the Merrill brand in our community, and help ensure that our Financial Advisors and Client Associates have the resources necessary to provide the highest levels of service to our clients. In his practice as a Financial Advisor Peter provides clients with the guidance and perspective they need to pursue their life’s goals, coupled with ongoing investment management strategies to help them get there. In December, 2019 Peter was named Market President for Bank of America throughout Brevard, Volusia and Flagler Counties. In this role he is responsible for helping to ensure that we are delivering the full capabilities of Bank of America to clients across all lines of business. Additionally, Peter works in conjunction with our local leadership team to support a range of local charitable organizations that are focused on various critical needs in our community.
Peter enjoys volunteering and currently serves on the boards of Neighbor Up Brevard, the Evans Center and the Melbourne Regional Chamber of Commerce. He is also a member of Space Coast Women in Defense. Peter has been married to his wife, Jenna since 2007. They have two children, Noah (7 years of age), and Jaden (5 years of age). Prior to joining Merrill he had a career in the Hospitality Industry, and graduated from Johnson & Wales University with a B.S. in Hospitality Management.
Johnson & Wales 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.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.