Peter A Nagy
Peter A. Nagy, CFP® Senior Vice President, Wealth Management

With the knowledge that comes with 30 years of experience in the financial services industry, Pete helps clients navigate the complexities of the financial markets. As a Certified Financial Planner professional, he provides a comprehensive wealth management process with a focus on individual goals and objectives.

Pete began his career in the mortgage industry in 1992. After moving into wealth management, he spent nine successful years at Smith Barney and 13 years at Merrill Lynch, and now guides his clients at Raymond James.

A Michigan native, Pete graduated from Michigan State University with a bachelor’s degree in international relations. Prior to attending Michigan State, he served in the United States Army with three years of active duty as a military police officer. Pete resides in Bloomfield Hills with his wife, Beth, and two sons, Jack and Adam. He enjoys playing golf and paddle tennis.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.