As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer you customized wealth management advice and personalized service. I would work closely with you to develop an investment strategy tailored to your needs. I would make it a point to have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

Peter has earned considerable professional experience over the years and has become a leader in his community. He began his career as a corporate executive in the mid-80s, including at new business start-ups, with chief financial officer responsibilities. His financial services career began in 2005 with RBC and joined UBS Bangor Branch in 2007. Peter attributes his success to thorough global research, financial planning education and experience, as well as a genuine desire to help people with many of life’s most important and intimate issues.

Peter graduated from Colby College in 1981 with a B.A. He completed graduate studies at New York University, University of Connecticut and Harvard University. He holds the Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. Peter earned the Accredited Asset Management SpecialistSM certification in 2007 from the College for Financial Planning, and the Certified Exit Planning Advisor certification in 2017 from the Exit Planning Institute.

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