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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
