Peter Lafferty

A strong focus on business development and wealth management, as well over 30 years of industry experience, are what Peter contributes to the team. His free time is spent with his wife and two children, playing hockey, or enjoying live music. He joined Merrill in 2008, and believes that a team that is both diverse in skills and backgrounds will consistently bring new energy and fresh ideas to our clients.

Named to the Forbes “Best-in-State Wealth Advisors” list in 2024.* For the 4th consecutive year (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
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