I have spent over 30 years helping business owners and corporate executives navigate the complexities of wealth concentration. I have attained the experience, and a level of education required to help clients implement their monetization strategies.
As a Certified Exit Planning Advisor and Managing Director-Investments, I help coordinate services and communication between all your advisors and help educate you on the structures and disciplines necessary to implement a successful exit of your business. Whether you are selling to the next generation, employees, a financial or strategic buyer, or simply liquidating private or public stock, a coordinated approach is the key to transitioning your business in the most seamless and tax efficient manner. As a liaison between your trusted legal, tax and investment banking teams, I bring cohesion to your financial world and help simplify your life and achieve your stated goals.
I am a regular panelist at Merger & Acquisition events, speaking to the strategies employed by business owners and executives to create liquidity and preserve wealth for themselves, their family, and employees.
Services Include:
Business Planning
Trust Strategies
Wealth Management
Estate Planning Strategies
Business Succession Planning
Investment Planning
Philanthropic Management
Professional Portfolio Management
Retirement Planning
Wealth Planning
Restructuring/Strategic Advisory
ESOP
Wells Fargo Advisors does not provide legal or tax advice.
Access to investment banking services through Wells Fargo affiliates
Investment and Insurance Products:
Not FDIC Insured No Bank Guarantee May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company.
PM-09252026-7783023.1.1
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Specialties and Expertise
5
Business Ownership Strategies
High Net Worth Planning
Portfolio Construction
Succession Planning
Tax Minimization Investment Strategies
Clientele
4
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Individuals
Credentials and Designations
1
Certified Exit Planning AdvisorĀ®
Education
1
George Mason University Finance Year Obtained: 1991
Job History
2
Morgan Stanley Certified Exit Planning AdvisorĀ®, Senior Vice President, Financial Advisor at Morgan Stanley2013-2024
Merrill Lynch, Pierce, Fenner & Smith IncorporatedWealth Advisor, First vice President1999-2013
Quick Facts About Peter
Years of Experience: yearsMember since:2025Number of clients:30
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