Peter J. Ross;
Wealth Management Advisor
Peter Ross has been based in Merrill's Fifth Avenue office since 2004 and focuses on wealthy families with complex financial situations and their trusts. Since 1987, he has worked as a financial advisor to individuals and corporations in a variety of industries. Before joining Merrill Lynch Wealth Management, Peter worked at firms including JP Morgan and Dillon Read with clients in the real estate and hedge fund industries. Peter's career at Merrill began in 1999 advising executives in the media industry.
Peter graduated from Columbia University in 1987, where he earned a BA in Economics. He received his M.B.A. in Finance with honors from Columbia Business School in 1994. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Financial Analyst® ® designation.
Peter is an avid supporter of St. Paul the Apostle Church (Manhattan), St. Paul's Methodist Church (Ocean Grove, NJ), The Pennington School, Blair Academy and the Kings Crown Rowing Association.
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.
