Peter is a dedicated professional who has over thirty- five years experience in the financial services industry serving the needs of individuals, families and businesses.
Peter’s client strategy is simple, understand the situation, establish objectives, develop a strategy, recommend solutions and review and evaluate results on a regular basis.
Peter's value added approach utilizes Merrill's extensive investment and advisory capabilities. Based upon his clients risk tolerance, time horizon, liquidity needs and overall investment goals, Peter offers his clients a wide range of financial solutions, including wealth management services, college savings, retirement planning and portfolio development. Peter also has access to a group of specialists to further develop estate planning services, trust and insurance solutions and liability management.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
