LPL Financial Advisor in Maine
- Personal Wealth Management Services
- Personal Investment Management
- Transfer/Estate Tax Planning
- Wealth Preservation
- Retirement Plan Services
- Employee Benefit Education
- Series 7
- Series 6
- Series 63
- Series 65
- College of the Atlantic Bar Harbor, ME
“Deep roots are not reached by the frost.” JRR Tolkien
A native to Maine, Peter credits his patience, down to earth attitude, and adaptability to growing up in a small town. He attended College of the Atlantic in Bar Harbor, ME and holds the Series 7, Series 6, Series 63, and Series 65 FINRA licenses.
Peter feels most fulfilled when he can be of service to his friends, family, and clients. In his practice, sustainable finance is his primary focus. Helping clients align their values with their portfolios through ESG investing and principles adds another dimension to the client-advisor partnership. Comprehensive financial planning is also instrumental to his practice, advising individuals, businesses, and families on strategic and tactical wealth management goals.
Having lived in Connecticut and working at Gateway’s headquarters for several years, Peter and his family are thrilled to move back to their roots in Maine. Outside of the office, he is probably on a mountain, in a kayak, or spending time with his fiancé and labradoodle.