As a partner on the Global Corporate & Institutional Advisory Services team (GCIAS), Pete works with key employees and executives associated with the corporations that GCIAS supports as well as their family and friends. He assists with equity compensation strategy and execution, concentrated stock positions, and goals-based wealth management. Taking the time to understand each family's current situation, needs, and aspirations, they then tailor and implement a financial strategy and wealth management plan that reflects an in-depth understanding of the stated goals.
Joining Merrill Lynch Wealth Management in 2012, Pete brings over 20 years of consumer finance experience to GCIAS and hold a Chartered Retirement Planning Counselor™ designation. As a graduate of the University of Central Florida with a BS in Finance, his previous experiences as a consumer lending manager, private banker, and community bank vice president allow me to take a truly comprehensive approach when advising clients.
He has been happily married to his wife for 21 years. They live in suburban Atlanta with their 6 daughters. In Pete's spare time, he participates in all my family's scholastic and extra-curricular activities. Pete also enjoys doing yard work (yes, he likes to mow my lawn!), watching sports, fishing, and coaching and playing soccer.
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.
