Peter is a CERTIFIED FINANCIAL PLANNER™ (CFP®), who has over 26 years of industry experience. Planning concentrations include retirement planning, tax-free investing* and asset allocation. Peter combines his industry experience, with the world class UBS Financial Services resources, to help manage client wealth.

*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• Washington & Lee University, Bachelor of Science
• Drexel University, Masters of Business Administration

• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health and Disability Insurance Licensed: CA (#0D73503), FL, NJ, NY, PA
• Series 3, Futures/Commodities License
• Series 7, General Securities Representative, Series 9/10 Branch Mgt

• Served in the US Army Reserves

AZ, CA, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NJ, NV, NY, PA, SC, TX, VA