Peter joined Merrill Lynch Wealth Management in 2005, helping to support the management team of the Central Florida Market. In 2007 he completed the Firm’s management assessment & training program and became an Administrative Manager overseeing risk and compliance management. As an Administrative Manager Peter held positions in Palm Springs, CA, Newport Beach, CA, and Orlando, FL where he returned to in 2011. During his time as an Administrative Manager, Peter also had exposure to special projects with the Firm’s business in the United Kingdom, and acted as an assessor and mentor for new leadership candidates.
In January 2017 Peter became Resident Director of the Brevard Merrill office, and also started his practice as a Financial Advisor. As Resident Director Peter focuses on leading the effort to represent the Merrill brand in our community, and help ensure that our Financial Advisors and Client Associates have the resources necessary to provide the highest levels of service to our clients. In his practice as a Financial Advisor Peter provides clients with the guidance and perspective they need to pursue their life’s goals, coupled with ongoing wealth management strategies to help them get there. In December, 2019 Peter was named President for Bank of America throughout Brevard, Volusia and Flagler Counties. In this role he is responsible for helping to ensure that we are delivering the full capabilities of Bank of America to clients across all lines of business. Additionally, Peter works in conjunction with our local leadership team to support a range of local charitable organizations that are focused on various critical needs in our community.
Peter enjoys volunteering and currently serves on the boards of Neighbor Up Brevard, Evans Center, Junior Achievement of the Space Coast and the Melbourne Regional Chamber of Commerce. He also serves as Co-Chair for Elevate Brevard, an initiative currently under the direction of Family Promise of Brevard, and was a member of the LEAD Brevard Class of 2019. Peter has been married to his wife, Jenna since 2007. They have two children, Noah (10 years of age), and Jaden (8 years of age). Prior to joining Merrill he had a career in the Hospitality Industry, and graduated from Johnson & Wales University with a B.S. in Hospitality Management.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.