Peter Thurman,

Having previously spent 23 years providing tax planning to affluent families and individuals, Peter is skilled at approaching his clients’ investments, retirement plans and estate planning with a tax-efficient mindset.

He spends considerable time clearly understanding the needs, goals and financial situation of each client. He looks at everything from cash flow issues to taxable outcomes of investment strategies when customizing each client’s financial plan.

“I want to be the primary point of reference for my clients’ financial questions and the first person they call when they need help,” Peter says. “I have a large roster of contacts for everything from insurance to mortgages to attorneys.”

Peter brings an objective perspective, always offering his honest assessments, and has the ability to explain complex financial concepts in clearly understandable terms. “It’s exciting to help clients pursue their goals. It’s great to be a part of a team that feels the same way,” Peter says.

Before joining Raymond James in 2019, Peter spent eight years at the accounting firms of PwC and KPMG, and 15 years as a tax principal at UHY Advisors in St. Louis. He provided consulting and tax compliance services to high-net-worth families, executives and small businesses. As an enrolled agent (EA), he was licensed at the federal level by the Internal Revenue Service. He is a graduate of the University of Denver.

Earlier in his life, Peter served as a Peace Corps volunteer in the Dominican Republic, where he helped local communities with small business development. He has been involved with the boards of organizations such as AmeriCorps St. Louis and Flyers Aquatic Swim Team, as well as being a regular presenter at Volunteer Accountants and Lawyers for the Arts (VLAA).

Peter is originally from Boston, Massachusetts, and has lived in the Kirkwood/Glendale area of Missouri since 2004. He has two daughters, Emma and Olivia, and is an avid supporter of their competitive swimming and rowing events. Peter himself is a former collegiate swimmer and is also an avid traveler, woodworker, runner and cyclist.