Fred Peters

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"The only way to do great work is to love what you do" - Steve Jobs

I’m committed and enjoy applying Merrill’s Goals-Based Wealth Management process to help my clients pursue their most meaningful objectives, striving to eliminate emotion for the decision making process, and being transparent by making the possibilities and risks clear.

I understand the wealth management needs of business owners and entrepreneurs, as they face sophisticated and competing financial demands, balancing professional and personal commitments and goals. In order to serve my clients, I leverage the investment insights of Merrill and access the banking convenience of Bank of America to provide a breadth of financial services.

The wealth management needs of current retirees and senior citizens have their own challenges. I work with my clients to help assure financial stability, both by preserving the wealth they have created over the years, and help develop their legacy and estate plans.

For parents or guardians of a child or loved one with a disability, one of the greatest challenges is providing for that person’s ongoing financial security. As a father of a special needs child, I understand the emotional stress this can create. People with disabilities are now living longer, fuller lives than ever thought possible, and this trend has left many families unprepared for a significant financial challenge: the desire to help provide a lifetime of support to a loved one with special needs while achieving other important financial goals like planning for retirement or funding another child's education. Balancing these priorities can be demanding. I help my clients create a goal based investment approach aligned with their unique needs and concerns.

I focus on developing tailored strategies my clients, their families, and their businesses to help them pursue short- and long-term financial goals. Passionate about delivering excellent service, I work to help my clients save time, and make more informed financial decisions.

I am a graduate of Stockton University and currently pursuing a Masters of Business Administration Degree at Georgian Court University. After more than a sixteen year career in working in management, I joined Merrill Lynch Wealth Management in 2016. I consider myself a model train enthusiast, and enjoy spending time with my loving wife Dawn, my children, Dylan & Rick, and wonderful granddaughters, Keelie & Isabella.

As a military parent, I fully support our armed forces and my son Rick as they are deployed overseas. Our thoughts and prayers are with you!
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.