I am a Financial Advisor at Merrill Lynch, with over 23 years experience working in the financial services industry. I managed the finances for families and business in the Greater Philadelphia area. My mission as a Merrill Lynch 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. I focus on managing both sides of a client’s balance sheet which means I analyze both a client's assets and liabilities to get a better idea of my client's overall financial picture. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Peter is able to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I believe the best financial strategy is the one that helps a client pursue their goals. That's why, from the start, I talk about a client's aspirations and encourage them to ask questions about issues that matter most to them. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations?
My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management.