Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Peter has worked in the financial services industry for 5 years in both investment banking and wealth management. He brings to his practice both organizational and analytical skills, as well as a serious appreciation for the financial needs of his wealth management clients based upon trust, care and acute attention to detail. While Peter focuses on investment management and estate strategies for individuals, corporate executives and business owners, he also provides access to the investment insights of Merrill Lynch and banking capabilities of Bank of America to further enhance the client experience.
Working with his clients to isolate their various lifetime needs and goals—education funding, retirement planning, asset purchases, tax minimization strategies, asset allocation and estate planning services & preservation services—Peter seeks to develop a wealth management plan that addresses his clients’ desire to build, manage and preserve wealth for current and future generations. His experience in investment banking has enabled him to better understand how to structure investments that are appropriate for the owners of small to medium sized businesses before and after such ‘liquidity events’ as entity sales, divestitures, dissolutions and initial public offerings.
In addition to having received the Series 7, 63, 66 and 79 FINRA registrations, Peter is a graduate of the Investment Banking Institute’s comprehensive financial modeling and valuation analysis program in NYC. He also holds a Master of Science in Finance from University of Rochester’s Simon Graduate School of Business, a Master of Business Administration from IAE Business School in Buenos Aires, Argentina and University of Virginia’s Darden School of Business and a Bachelor of Music in Music Business/Management from Berklee College of Music in Boston, Massachusetts. In addition to being fluent in Spanish due to his 3 years of experience working and studying in Argentina and Costa Rica, he is an active and competitive tennis and squash player as well as a music composer, sound designer, producer and recording artist in his spare time. He has also taken a number of advanced level courses in one of his favorite pastimes: New and Old World wine.
English & Spanish
Berklee College of Music
IAE Business School
University of Rochester
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.