As a financial advisor, Peter believes that clients deserve a relationship that is built around three principles: understanding, integrity, and discipline. His goal is to thoroughly understand each client’s financial priorities, so that he may earn their trust, and help them pursue their short and long term financial needs.

Peter’s approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review his client’s financial situation, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.

Despite serving a wide variety of clientele, he focuses on supporting the unique needs of business owners, retirees, corporate executives, and affluent individuals. With the combined resources of Bank of America N.A., and Merrill Lynch Wealth Management Peter can address clients’ needs with a wide range of services.

Peter Pane Joined Merrill Lynch Wealth Management in 2014 after graduating Magna Cum Laude from Niagara University earning his Bachelors of Science degree in Finance.
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.