Peter Bergman
Peter follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their
financial situation and what matters most to them. Peter then creates a customized wealth management approach that can be flexible as needs and market conditions change, while providing access to the investment insights of Merrill and banking convenience of Bank of America.
Peter holds the AWMATM and CRPCTM designations.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
