Peter and his team work with affluent and emerging affluent clients to structure and execute customized and intricate wealth management strategies. Peter’s client list currently includes medical professionals, entrepreneurs, business owners, and corporate executives. With over twenty years of experience working in the financial services profession, Peter has joined the professionals at Raymond James Financial Services Inc. to offer a more comprehensive menu of services to his clients.
Peter’s areas of interest include educating as well as helping clients reach their financial goals through the prism of an independent financial plan. His areas of specialty include estate preservation, investment portfolio risk reduction, helping business owners meet succession needs, and insurance needs analysis and implementation.
Peter has served on the Financial Planning Association board of directors of Broward County where he directed the Pro Bono efforts of the association. He is also a member of the executive board for Junior Achievement of South Florida and has been an active member of United Way of Broward County for years.
Peter received his master’s degree in finance from Florida Atlantic University and is a member of the Broward President’s Council for Florida Atlantic University.
Peter is a South Florida native who enjoys being active in his community. He and his wife, Jennifer, reside in Fort Lauderdale, Florida, with their dogs Annie and Pearl.