Pete joined Merrill Lynch Wealth Management in 1998. He is currently the Resident Director of the new Hughes Landing office in The Woodlands. Pete is a FINRA Registered Principal and held multiple management positions inside of Merrill before joining the team to focus on client wealth management and advisory business management. Pete earned an MBA and a BBA degree in Business Administration from the University of Phoenix.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
