Peter joined Raymond James in 2009 and partnered with Sean in 2013.
Peter enjoys playing tennis at St. Petersburg Country Club and spending time with his wife, Sara. Peter is also involved with local charities such as: St. Pete Preservation and Bon Secours.
As a CERTIFIED FINANCIAL PLANNER™ professional, Peter's areas of concentration include:
- Building Comprehensive Financial Plans
- Insurance Based Needs (Life, Long Term Care, and Annuity)
- Developing Investment Policy Statements
- Strategies to Maximize Social Security Benefits
- Generational Planning
- Education Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.