Kurt Petersen
,
Vice President, Wealth Management Advisor
1 Cowboys Way
Frisco, TX 75034
469.294.7952
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

I have been in the financial services industry for more than 30 years. I started at Merrill Lynch Wealth Management and served as a Resident Manager for 10 of my 17 years there. The past 12 years I have been a First Vice President - Investments with Wells Fargo Advisors and have now rejoined Merrill in June of 2019.

I graduated from the University of Missouri in 1979 with a BS in Education. I was also Co-Captain of the 1979 Football Team. Upon graduation I was drafted by the Dallas Cowboys. I played with the Cowboys from 1980 - 1987 and retired due to a knee injury. It was a great thrill to learn the principles of discipline, consistency, and attitude from Coach Tom Landry and his staff.

All the lessons I learned on the football field seem to relate to the investment world also. I feel that all of my educational activities keeps me on the cutting edge of retirement and portfolio management.

Here are just a few interests of mine:  Fishing, Hunting, Reading, Golf, Outdoors, Spending time with Family, and Sporting Events.
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.

About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Jennifer Wall Campbell
Registered Wealth Management Client Associate
940.297.6966
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jocelyn T Smith
Retirement Specialist
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Kurt Petersen is registered to do business in CA, MD, MO, NC, NE, NY, PA, TX, WA.