Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Peter Sanoulis, Wealth Management Advisor, began his financial services career in 1994. As a Wealth Management Advisor Peter has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. Peter is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Peter and his team for decades. Peter focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Peter lives in Old Brookville, NY with his wife, Mary, and their four children, Katerina, Kristina, George and John Paul.
Peter uses his 24 years of experience to develop financial strategies that are tailored to each client’s needs. Peter's team has been built to address the sophisticated needs and issues faced by high net worth investors. They draw upon the world class insight and resources of Merrill Lynch to deliver advice and strategies that reflect the ever changing financial landscape. By using a collaborative, dynamic and disciplined wealth management process, Peter helps ensure that each strategy recommended to clients has been thoughtfully designed to be sensitive to risk, return potential and tax implications.
All aspects of the Sanoulis team’s work centers on the understanding that client assets are the same assets that will fund their retirement vision, a college education for a loved one, or leave a legacy for future generations. Every client has a different set of priorities, and Peter has the experience, insight and resources to build plans and portfolios to accommodate the nuances of each client’s vision. Another important aspect of building the right portfolio for a client’s needs is to understand the environment in which they are investing. By leveraging the world class intellectual capital of Merrill Lynch, the Team is able to see a variety of opportunities and risks to help them better position client capital.
Merrill Lynch’s open architecture platform allows Peter to incorporate strategies from a broad set of both non-proprietary and proprietary products and money managers, based on client risk tolerance, time horizon and goals. This structure allows Peter to be an objective central resource for their clients’ financial needs. To further enhance the resources that Peter draws upon, his group retains a group of product and service specialists. These specialists support Peter & his team in the areas of Wealth Management Banking, through Bank of America, N.A.; Institutional Money Management, Alternative Investments, Fixed Income, Insurance and Trust Services. By focusing on a specific product line, the Specialist Team help the Sanoulis team to deliver up-to-date strategies in an ever changing marketplace. The Sanoulis team, along with the Specialist Team, can deliver in-depth advice: from investment management, addressing the complex healthcare environment, to structuring advanced estate planning strategies.
City University of New York
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 179115
We offer you access to the investing insights of Merrill Lynch 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.