Peter is a founding partner of Princeton Wealth Advisors of Raymond James (PWA), where he holds the position of first vice president, investments, and serves as branch manager. He currently services existing high-net-worth relationships and is responsible for many of the financial planning and trading services offered by PWA.
Prior to founding PWA, Peter worked at Merrill Lynch for 16 years, where his last positions were as assistant vice president and wealth management advisor.
In 2005, Peter earned the Certified Investment Management AnalystSM designation offered through the Investments & Wealth Institute and the Wharton School of Business. He currently holds the Series 7, 63, 65 and supervisory licenses 9 and 10 and acts as branch manager for PWA.
In addition to helping individual clients, Peter holds the Certified Plan Fiduciary Advisor (CPFA) designation and works closely with investment committees, assisting them with investment policy statements and fund offerings for 401(k) and other qualified retirement plans.
Peter has spoken at Raymond James national conferences and has been quoted in industry publications on topics such as social media and team building. He is a former member of the Raymond James Technology Advisory Council, Leaders Club (2013 – 2017) and has been a member of the firm’s President’s Club (2018).
Peter received a Bachelor of Arts degree in economics from Lafayette College in Easton, Pennsylvania. Originally from Lawrenceville, New Jersey, he currently resides in Yardley, Pennsylvania, with his wife, Jill, sons Danny and William, and his yellow lab, Luna. He enjoys watching and playing sports and spending time with family and friends.
Raymond James Leaders and President’s Clubs: Membership is based on fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.