Financial Advisor, Merrill Lynch

The Snelling Group

Global Wealth Management


101 ARRANDALE BOULEVARD
EXTON, PA 19341

Phone: (610) 5941151
Email:

Directions to Branch

PROFESSIONAL STAFF

Peter G. Snelling 610-594-1151 Wealth Management Advisor First Vice President-Wealth Management View Profile
Jack Karakelian 610-594-1106 Wealth Management Advisor Vice President View Profile
Karen Kasper 610-594-1150 Registered Client Associate View Profile
Helen O'Hara (610) 594-1124 Financial Advisor View Profile

PROFESSIONAL PROFILE

The Snelling Group has more than 60 years of combined experience.

Peter G. Snelling, First Vice President - Wealth Management, Certified Investment Management Analyst (CIMA®)
Chartered Private Wealth Advisor (CPWA ®)

Peter Snelling specializes in advising managers, professionals and rising executives through challenging financial transitions caused by career moves and retirement.

"I understand how important a lifetime of savings becomes when one experiences a job change or retirement. Having experienced many market cycles and corporate changes in the business world since becoming a Financial Advisor in 1984, clients entrust us to help them protect, preserve and grow their assets over the long term and through major life events.”

Education and professional competency has always been a focus of excellence for Peter. He is continually engaged in financial education and regularly offers workshops on career transitions and retirement and advises clients on a broad range of matters, from wealth accumulation to legacy planning, investing for children's education and long-term planning issues. Peter joined Merrill Lynch in 2008 to be able to use the depth and breadth of the Merrill Lynch platform. Clients also benefit from the expertise of Merrill Lynch in the area of estates and trusts, and working cooperatively with a client's other advisors, including tax attorneys and accountants.

Peter and his team prefer to keep the size of their practice at a boutique level in order to maintain their high-touch approach that helps clients stay on track toward their goals. Many of his client relationships span more than 20 years.

Peter received a B.S. in economics from the University of Delaware and he became a member of IMCA in 1997.(Investment Management Consultants Association) In 2002 Peter earned the CIMA, Certified Investment Management Analyst, designation. In 2005 Peter earned a certification in Wealth Management through IMCA and the Daniels School of Business at the University of Denver. ( CPWA)

In 2006 and 2007 he completed three University of Pennsylvania, Wharton School of Business courses to earn a Certificate of Professional Development. In 2007, he participated in IMCA’s Chartered Private Wealth Advisor’s CPWA, Item Writing Task Force Committee Meeting, which formed the final exam on the Private Chartered Wealth Advisor course at Chicago School of Business, (University of Chicago) and was later grandfathered with the CPWA credential. Peter lives in Chadds Ford, PA, with his wife Kathryn and their three children.

Jack Karakelian, CFP®, CFM Vice President Senior
Financial Advisor


After earning a mechanical engineering degree from Drexel University, Jack served in the U.S. Navy. He subsequently returned to college and completed an MBA (Finance/Marketing) from the Wharton School, University of Pennsylvania.

Jack’s post MBA career included senior positions with W.L. Gore, Hewlett Packard. Since entering the wealth planning and investment fields, with Merrill Lynch in 2001, Jack enjoys great satisfaction in helping clients find planning strategies and investment success.

In 2005, Jack was awarded the Certified Financial Planner designation, CFP ™ to help him focus on the needs of business owners, professionals, managers and executives. Jack lives in the West Chester area with his wife Heidi and two children, Tsoline and Thomas.

CFP certificant, a designation awarded by the Certified Financial
Planner Board of Standards, Inc.

Helen O'Hara, Financial Advisor

Helen graduated from Villanova University with a Bachelor of Science degree in Accounting. She earned her designation as a Certified Public Accountant while at Deloitte. After a 25+ year career in the real estate industry as Vice President/CFO/CIO/of a major regional firm she joined Merrill Lynch. Her diverse background not only brings a depth of business and financial acumen but perhaps just as important a commitment to providing exceptional service. An avid cyclist and volunteer in the community, she resides in West Chester, PA with her husband, twin boys and their rescued dog.
(financial advisors do not provide tax advice in their role at Merrill Lynch)

Karen Kasper, Registered Client Associate

Karen Kasper has been a part of the Snelling team for more than 7 years and joined the firm from Smith Barney in 2008. She's responsible for client service and dedicates herself to ensuring that client's questions and requirements are addressed promptly. Karen lives with her husband John in Parkesburg, PA.

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Jack Karakelian is registered to do business in:AZ, CA, CO, CT, DE, FL, IL, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

Helen O'Hara is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

Peter Snelling is registered to do business in:AZ, CA, CO, CT, DE, FL, IL, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

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