Peter J. Bednarek is a Financial Advisor at Merrill Lynch Wealth Management. Peter has over 28 years of experience working in the financial services industry, his mission as a Merrill Financial Advisor is to focus on offering a comprehensive approach to managing wealth, that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Whether it's welcoming a new addition to the family, buying a new home, sending children to college, planning for retirement or leaving a legacy, Peter will work closely with a client to help them define their priorities and connect them to the right strategies and services. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Peter is able to help address the various and complex aspects of a client's financial situation. He is driven by his passion for delivering excellent service and helping clients pursue their goals and dreams.
Peter J. Bednarek holds a bachelor's degree in History from King's College and earned his MBA from Saint Joseph's University. Peter played basketball collegiately for King’s College. He lives in Montgomery Township with his wife, Rebecca and two children Leila and Peter.
Peter enjoys coaching his kid’s basketball teams for Deep Run Valley Sports Association. On weeknights Peter teaches 2nd grade PREP for Mary Mother of the Redeemer Catholic Church in North Wales, PA. Peter enjoys golfing, surfing, exercising and coaching his kids.
Peter is the Board President of Integrate for Good which is a nonprofit that empowers students and adults with disabilities, the families and agencies that support them, school districts, nonprofit organizations and for-profit businesses to capitalize on the strengths and abilities of all people through social capital building, civic engagement and community connection.
Peter is a Board member of Lansdale Catholic High School, which he graduated from in 1991.
Peter is a member of the Montgo-New Britain Rotary Club.
Peter is a member of the Chamber of Commerce for Greater Montgomery County (PA), the Greater BucksMont Chamber of Commerce (PA), the Eastern Montgomery County Chamber of Commerce (PA) and the Main Line Chamber of Commerce (PA).
I keep you from making bad decisions with your money so you can have a worry free retirement. People aren't very good at predicting the future, but that doesn't mean we shouldn't try to prepare for it. Mapping out potential and possibility is important in developing a financial strategy, yet investors often let uncertainty about the future hinder this process. My job is to make assessments and provide guidance that aligns with your unique financial makeup.
Whether you're welcoming a new addition to the family, buying a new home, sending children to college, planning for retirement or leaving a legacy, I will work closely with you to help you define your priorities and connect you to the right strategies. I offer a wide range of capabilities that include:
• Planning for retirement
• Education funding strategies
• Retirement income planning
• Estate planning
• Health care expense planning
• Insurance and Annuities
• Access to banking and lending solutions offered through Bank of America, N.A.
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.
