Peter J Calleri, Senior Resident Director, Wealth Management Advisor, Senior Vice President, began his financial services career in 1992. As a Senior Resident Director, Wealth Management Advisor, he has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. Pete focuses on investment planning for retirement which has been a primary business focus for Peter and his team for decades. Peter focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. His clients are high net worth individuals and families, professionals, business owners and corporate executives. Outside of work, Pete enjoys spending time with his wife and three boys, playing golf and coaching High School Hockey.
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.
