Peter Mordente knows what his customers expect and provides them with the guidance to make pragmatic investment decisions based upon thorough evaluations for each client. Peter is customer oriented and many of his clients have been with him for two decades. Upon his completion of college studies, he had a profound interest in banking and finance. While working in banking with Carteret Bank he worked himself up to Branch Manager. Carteret Bank then spun off another company called Employees Insurance Group. Peter was promoted to Assistant Vice President.
In 1990, a friend and he decided to start their own investment firm under the name of Evans and Mordente Investments and Consulting, Inc. The company grew with new clients. Eventually Mr. Evans decided to retire. Peter is still the President-CEO of this independent practice serving 30 years of client investment needs.
Peter is currently licensed as a General Securities Principal, Municipal Securities LTD Principal, General Securities Representative and an Investment Advisor Representative in 22 states.
Now as an independent Investment Advisor Representative and Branch Manager for Raymond James Financial Services, his goals and objectives are meeting your needs. He strives to give sound investment advice; securing your trust and advising you of your short or long-term investment needs. Communication is a key component in advising clients and he fully understands and practices that concept. His advisors are always available to address your needs or questions, and all advisors are well versed in all financial products and have been in the industry for many years. With three Registered Investment Advisor Representatives and dedicated staff, together they will ensure we earn your trust first and foremost.
The opening of another office in Delray Beach Florida enables Peter and his advisors to reach out to new clients and continue to serve their existing client base in this area. In the event you wish to have your portfolio reviewed by Peter or one of the other advisors, please do not hesitate to contact the office in Boynton Beach or Delray Beach, Florida.