Pete is a retirement plan consultant and a co-founding partner of Atlanta Retirement Group of Raymond James. He’s a Vice President of Investments with 25 years of investment advisory and financial services experience, a CHARTERED RETIREMENT PLANS SPECIALIST℠ designee, and an ACCREDITIED INVESTMENT FIDUCIARY® designee.
Pete specializes in all aspects of the investment consulting process. This includes assistance in the developing investment policy statement, identifying an appropriate asset allocation, manager search and selection, and ongoing due diligence and monitoring. Pete applies his expertise and knowledge in the following markets: defined contribution and defined benefit plans, foundations, endowments and family wealth.
Prior to joining Raymond James in 2002, Pete worked with several well respected firms in the financial industry including Kidder Peabody, Donaldson Lufkin and Jenrette, and Deutsche Bank.
Pete has an MBA from Emory University and a B.S. in Managerial Economics from Carnegie Mellon University.
He currently resides in Roswell, GA with his wife Debbie and their two daughters, Nikki and Kasey.