Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Peter J. Ross;
Wealth Management Advisor
Peter Ross has been based in Merrill's Fifth Avenue office since 2004 and focuses on wealthy families with complex financial situations and their trusts. Since 1987, he has worked as a financial advisor to individuals and corporations in a variety of industries. Before joining Merrill Lynch Wealth Management, Peter worked at firms including JP Morgan and Dillon Read with clients in the real estate and hedge fund industries. Peter's career at Merrill began in 1999 advising executives in the media industry.
Peter graduated from Columbia University in 1987, where he earned a BA in Economics. He received his M.B.A. in Finance with honors from Columbia Business School in 1994. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Financial Analyst ® designation.
Peter is an avid supporter of All Angels Episcopal Church (Manhattan), St. Paul's Methodist Church (Ocean Grove, NJ), Robert Louis Stevenson School, The Stephen Gaynor School and the Kings Crown Rowing Association.
English
Columbia 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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #808005
Senior Structured Credit Executive
Bank of America, N.A.
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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.
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