Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Peter J. Ross;
Wealth Management Advisor
Peter Ross has been based in Merrill Lynch'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, 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 Lynch 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 the Metropolitan Oval Soccer Club, All Angels Episcopal Church (Manhattan), St. Paul's Methodist Church (Ocean Grove, NJ), Southern Methodist University, Robert Louis Stevenson School, The Stephen Gaynor School and the Kings Crown Rowing Association. Peter lives in Manhattan and Spring Lake, NJ with his wife and four children and is striving to become more fit in his 50s than he was in his 30s.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as our local churches (All Angels in Manhattan), children's schools (Stephen Gaynor) and major research institutions (Columbia University) . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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Senior Wealth Management Lending Officer NMLS # 808005
Sr Structured Credit Exec-R
AI Regional Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.