Experienced wealth management

and financial planning professionals

Peter Avonda, CFP®, ChFC®, CRPC®, RICP®
Portfolio Manager
Senior Vice President, Investments

If you ask Peter what gives him the most professional satisfaction, he’ll tell you it’s providing personalized financial planning and privately managed investing services that enable clients to look toward the future with confidence. And for more than a decade, clients have had the benefit of Peter doing just that.

Like many financial advisors, Peter didn’t begin his career in the investment business. He earned a Bachelor of Science degree in Business Administration from York College of Pennsylvania in 1992, and successfully managed large and small businesses. But it wasn’t until he created and operated his own business for several years that he developed the desire to assist individuals in planning for their financial futures. So, in 2002, Peter entered the financial services industry. Today, Peter focuses on providing responsive, attentive, personalized private portfolio management for individuals, trusts and family partnerships. His professional credentials include those of Certified Financial Planner professional, Chartered Financial Consultant® and Chartered Retirement Planning CounselorSM.

Peter was born and raised in Westchester, New York, and settled along Florida’s Treasure Coast in 2002. He resides in Jupiter, Florida, with his wife, Diane, and their two children. He enjoys R/C airplane building and flying, classic car restoration, and gardening. Peter belongs to the Treasure Coast Vintage Car Club and supports community organizations such as the LifeSavers of Martin Health Foundation, the House of Hope, Big Brothers/Big Sisters of Martin County, Dogs and Cats Forever, Domino’s Cat Rescue League, and the Lyric Theatre. Peter is a member of the Financial Planning Association (FPA) and the Estate Planning Council of Martin County.

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.