Peter joined Raymond James in 2009, after moving to St. Peterburg from Vero Beach, FL. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011, and partnered with Sean in 2013. His passion for financial planning has been invaluable while working with clients through all types of markets during his time in the financial service industry.
Peter appreciates the opportunity to help clients establish the foundation for their financial plan, and has been fortunate enough to share in the experiences of fulfilling their goals. Whether it’s providing gifts to their kids, helping pay for a grandchild’s education, or making a donation to a beloved charity, the most rewarding part of this business has been seeing clients achieve the goals they’ve worked towards over the years.
Peter is active in the community has previously served on the board of directors for Bon Secours, Preserve the ‘Burg, and the St. Anthony’s Hospital Planned Giving Committee. Peter enjoys playing tennis at St. Petersburg Country Club and spending time with his family. Peter and Sara have their hands full with their two children, William (5) and Amelia (3). The time has flown by, and it’s incredible to see their development over the years. Peter has encouraged the kids to root for his alma mater, the University of Florida, and he looks forward to bringing them to games in the future.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.