Peter is an enthusiastic and approachable Private Advisor with nearly 20 years of experience in financial services. He is a creative thinker who is highly competent in providing both individuals and businesses with sound financial solutions. Peter monitors the financial status of his clients by tracking changes in wealth and life events, analyzing financial planning goals, as well as identifying and evaluating current financial needs. Peter specializes in providing high quality client service with the utmost professionalism.
Prior to joining Seacoast Investment Services, Peter was a Financial Adviser with Nationwide Financial for 15 years. Peter enjoys spending time with his family, boating and fishing. He is a parishioner at his local church and an active member of the Knights of Columbus.
Peter is a Pace University graduate with a Bachelor of Business Administration. Additionally, he has obtained the Series 7, 63, 65 and Life, Health & Variable Annuity 215.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit