Peter takes a holistic approach to address every aspect of each client’s financial life. Whether it’s planning for retirement or managing client portfolios, he is always dedicated to the task at hand.
Throughout a career spanning more than 20 years, Peter has operated under the philosophy that clients’ needs are first and foremost. He always makes himself available to his clients and addresses their needs and requests promptly and professionally. If he does not have an answer for a client, he will seek it out. With his calm demeanor, he helps clients through market fluctuations in order to keep them on track for pursuing their goals.
In addition to serving his clients, Peter is our branch manager, overseeing our day-to-day operations, maintaining our efficiency, and ensuring adherence to firm and regulatory policies and procedures.
Peter joined our team in 1999, drawn by our client-first approach and the opportunity to work with an independent practice where we are on the same side of the table with our clients.
Previously in his career, Peter was an investment advisor with PaineWebber and EF Hutton. He also served as president of the Great American Awning Company for eight years, giving him firsthand experience for serving small business owners. He is a graduate of the University of Vermont, where he earned a bachelor’s degree in economics.
Outside the office, Peter engages in a variety of charitable initiatives through volunteering and is active in the corporate United Way campaign.
A Vermont native, Peter resides in South Burlington with his wife, Tia. He has two adult sons living in the South Burlington area, Dr. Benoit (Ben) Peter Trottier III (spouse, Dr. Sara S. Trottier) and John (Jack) Boardman Trottier.
In his free time, Peter and his family enjoy a variety of outdoor activities, including golfing, cycling, and boating on beautiful Lake Champlain.