Peter Wernemar
Senior Vice President
Senior Financial Advisor
Peter’s experience in the financial services industry spans two decades. A native Swede, Peter came to the United States in 1994 on a tennis scholarship. He received his B.A. in Business from Elon University in North Carolina, with concentrations in finance and international business management. He began his career as a Financial Planner with John Hancock Financial Services in North Carolina. In 1999, he was recruited by Morgan Stanley Dean Witter. He was given the opportunity to join Merrill Lynch Wealth Management in 2001 and relocated his business to Newport Beach, California.
Peter’s focus is on developing and delivering quality wealth management advice and guidance for high net-worth clients. Drawing on the investment insights of Merrill Lynch Wealth Management and the banking strength of Bank of America, Peter adopts a total wealth management approach. His individualized service, supported by a dedicated hands-on team, allows each client to receive prompt, detailed and personalized attention that makes them feel as if they are his only client.
Specifically, Peter works with his clients in the following areas:
• Planning and Structuring of Wealth Transfer
• Risk and Asset Allocation: Strategic, Tactical and
Opportunistic
• Liquidity Needs and Cash Management
• Business and Personal Credit Lending through Bank of
America N.A.
Peter’s philosophy is to keep things simple and straightforward. Each client has different financial goals and desires. Peter feels it is his job to listen and understand each client’s needs so he can implement an individualized and customized financial strategy that is designed to accomplish both long-term investment objectives and short-term monetary requirements. Peter respects the hard work his clients have invested to create their wealth. Peter takes the responsibility of managing that wealth so his clients have the freedom to pursue their own passions and desires.
Peter enjoys golf, tennis, and yoga. Even more importantly, he cherishes spending time with his wife Shannon, and their four children that are the pride and joy of his life.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
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.