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Merrill Lynch
Wealth Management
My wealth management philosophy places the investor front and center - while maintaining a focus on the market.
Profile
Peter J. Bednarek is a Financial Advisor at Merrill Lynch Wealth Management. Peter has over 26 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).
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LANGUAGES
English
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EDUCATION
King's College
Saint Joseph's University
Create a plan that is all about you.
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.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
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.
John Ventura
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jennifer Calista
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535313
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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