Branch Manager, RJFS
CERTIFIED FINANCIAL PLANNER™
Pete is branch manager for the Cape Coral, Florida office of Raymond James Financial Services (RJFS), Member FINRA//SIPC. As a Raymond James financial advisor, Pete designs and manages asset allocated portfolios for individual and corporate clients via access to a variety of financial markets and products to help meet his client's needs.
He holds a bachelor's degree in finance from the University of South Florida, is an Accredited Asset Management Specialist® designee and is a Chartered Retirement Planning Counselor® designee from the College for Financial Planning. Pete completed the prestigious CERTIFIED FINANCIAL PLANNER™ certification in 2016. He is a member of the Financial Planning Association of Southwest Florida and the Estate Planning Council of Lee County. Pete is series 7, 9, 10, 63 and 65 licensed, and holds state insurance licenses.
Pete is a Southwest Florida native and in his spare time he enjoys playing golf, fishing. Pete and Dave have worked together in the financial services industry in the Fort Myers, Cape Coral area for over 22 years and both are committed to providing their clients with the highest level of service, expertise, and integrity.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.