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- Trust & Estate Services2
- Education Funding Strategies1
Peter J. Bednarek is a Financial Advisor at Merrill Lynch Wealth Management. Peter has over 23 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 a Board Member 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 member of the Chamber of Commerce for Greater Montgomery County (PA), the Greater BucksMont Chamber of Commerce (PA) and the Bucks County Business Association (PA).
Saint Joseph's University
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ISG Portfolio Strategist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.