Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Peter J. Bednarek is a Financial Advisor at Merrill Lynch Wealth Management. Peter has over 25 years of experience working in the financial services industry, his mission as a Merrill Financial Advisor is to focus on offering a comprehensive approach to managing wealth, that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Whether it's welcoming a new addition to the family, buying a new home, sending children to college, planning for retirement or leaving a legacy, Peter will work closely with a client to help them define their priorities and connect them to the right strategies and services. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Peter is able to help address the various and complex aspects of a client's financial situation. He is driven by his passion for delivering excellent service and helping clients pursue their goals and dreams.
Peter J. Bednarek holds a bachelor's degree in History from King's College and earned his MBA from Saint Joseph's University. Peter played basketball collegiately for King’s College. He lives in Montgomery Township with his wife, Rebecca and two children Leila and Peter.
Peter enjoys coaching his kid’s basketball teams for Deep Run Valley Sports Association. On weeknights Peter teaches 2nd grade PREP for Mary Mother of the Redeemer Catholic Church in North Wales, PA. Peter enjoys golfing, surfing, exercising and coaching his kids.
Peter is the Board President of Integrate for Good which is a nonprofit that empowers students and adults with disabilities, the families and agencies that support them, school districts, nonprofit organizations and for-profit businesses to capitalize on the strengths and abilities of all people through social capital building, civic engagement and community connection.
Peter is a Board member of Lansdale Catholic High School, which he graduated from in 1991.
Peter is a member of the Montgo-New Britain Rotary Club.
Peter is a member of the Chamber of Commerce for Greater Montgomery County (PA), the Greater BucksMont Chamber of Commerce (PA), the Eastern Montgomery County Chamber of Commerce (PA) and the Main Line Chamber of Commerce (PA).
Saint Joseph's 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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
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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