John Peterson
Senior Vice President, Wealth Management Advisor
NMLS #509787
3601 C Street
Floor 14
Anchorage AK 99503
(907) 564.6705
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

John Peterson has been a Merrill Financial Advisor since 1995, beginning his career in Anchorage, Alaska. He concentrates on retirement  planning and investment portfolio strategies for high net worth individuals and business owners. John follows a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities. It’s not just about markets and returns, it’s about what matters most to you. John received his BS from the United States Air Force Academy (USAFA) and earned an MBA from Chapman University. He is a CERTIFIED FINANCIAL PLANNER®, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. John has experience speaking on a broad range of financial topics. He has served as an Adjunct Professor at the University of Alaska – Anchorage, and on numerous non-profit boards during his career at Merrill. He and his wife Colleen have two children, Nate and Maggie. In his free time, he enjoys swimming, cycling, fishing, skiing and a wide variety of other outdoor sports. He is a 2-time finisher of the Iditarod Trail Sled Dog Race, which crosses the state of Alaska.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Advisors", 2022-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

Meet Our Professional Staff
Cheryl A Loyd,

CRPC™

Assistant Vice President, Wealth Management Associate
907.564.6656
Laurel A Anderson
Wealth Management Client Associate (FP)
907.564.6654
HA NGUYEN
Registered Wealth Management Client Associate
907.564.6695
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.
Melody A Willis
Wealth Management Banking Specialist
Merrill
Jeffrey Owen
Regional Lending Specialist
Bank of America, N.A.
NMLS #630228
About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
John Peterson is registered to do business in AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY.