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