Fred Peters
,
Senior Financial Advisor
NMLS #1541595
1415 Hooper Avenue
Toms River, NJ 08753
732.286.3127
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

"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.

About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

Meet Our Professional Staff
Clark Manion
Wealth Management Client Associate
732.286.3146
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.
Aileen T. Takio
Employee Benefits Specialist
Raymond Caggiano III
Wealth Management Banking Specialist
Tim Hunnicutt
Regional Lending Specialist
NMLS #505197
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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Fred Peters is registered to do business in CA, CT, DC, DE, FL, IN, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT.