Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
Peter Shunyia began his financial services career in 2001 and joined Merrill Lynch Wealth Management in 2011. He uses his access to the investment resources of Merrill and the banking strength of Bank of America to help address the various aspects of his clients’ financial lives. “As a trusted advisor, I work to understand my clients’ concerns and goals, thoroughly explain my recommendations, and provide exceptional care and service,” says Peter.
He focuses on developing financial strategies for high-net-worth professionals, retirees, business owners and their families. He offers solutions that take into consideration his clients’ goals, risk tolerance, investment time frame and liquidity requirements. Peter is committed to helping his clients potentially fund education, minimize taxes, grow retirement assets, and build and manage their wealth for current and future generations.
Peter holds the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner board of Standards, Inc. He is a 1999 graduate of the University of Michigan with a Bachelor of Business Administration with distinction.
Peter, a lifelong Michigan resident, resides in Rochester Hills with his wife and two children. Peter enjoys spending time with his family, reading, skiing, fly fishing and volunteering for conservation projects in northern Michigan.
He invites you to contact him to see how his knowledge and service can help meet your financial needs.|
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.
University of Michigan
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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.
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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.