Morgan Petersen Wealth Management

Merrill Lynch Wealth Management

660 Beachland Boulevard
Suite 101
Vero Beach, FL 32963
(772) 231-9080
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Morgan Petersen Wealth Management believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Morgan Petersen Wealth Management
Merrill Lynch Wealth Management
Welcome

Named to the 2023 Forbes "Best-in-State Wealth Management Teams"
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Our mission is to understand you and what matters most to you. To take the time to ask hard, smart questions and to listen carefully, then to understand in great detail exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

 

 

 

Recognition
Kyle Morgan
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Show more recognition
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage 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? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Kyle Morgan,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
772.231.9094
Jeffrey Petersen,

CFP®

Senior Vice President, Wealth Management Advisor
772.231.9080
Christie Lynn Green,

CRPC™

Assistant Vice President, Relationship Manager
772.231.9067
Diann M Sikora
Registered Wealth Management Client Associate
772.231.9097
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.
Sameer Derashri
Wealth Strategies Advisor
Bank of America, N.A.
Peggy King
Wealth Management Banking Specialist
Merrill
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.