With over 25 years of experience in the financial services industry, Peter joined Merrill Lynch Wealth Management in 2018 to help develop strategies and provide advice for individuals, their families and their businesses.
Before joining Merrill Lynch Wealth Management, Peter spent over two decades on the trading floor at a number of global investment banks, including Morgan Stanley, Credit Suisse and Merrill. As a Managing Director from 2004 to 2015, Peter led several teams serving institutional investors in fixed income derivative sales and trading. Peter received his MBA from Cornell University and a BS in Systems Engineering from the University of Virginia.
As a native Virginian, Peter returns to the Washington D.C. metropolitan region to raise his family and pursue an endeavor in helping individual investors. He and his wife both attended Thomas Jefferson High School for Science and Technology and are thrilled to be returning back to the area with their identical twin girls. He is a self-described “foodie” and novice wine connoisseur, and in his spare time, he enjoys golfing, cycling, fly fishing and playing squash. In his community, he serves as a Board Member for the Northern Piedmont Community Foundation and the TJ Partnership Fund.
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.
