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
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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.
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