Peter Pearce is a Senior Vice President and Wealth Management Advisor in the Boston Merrill Lynch office. Peter is a Personal Investment Avisory Program Portfolio Manager and a Certified Financial Planner certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Peter works with individuals, families, and trusts to develop financial strategies to manage their personal wealth.
Along with stocks, bonds, mutual funds, home financing and other traditional products, Peter employs Merrill Lynch Trust Services, independent money managers, and life and long term care insurance to help pursue client objectives. Peter joined Merrill Lynch in 1989 and often speaks for Merrill Lynch on generating retirement income and tax-free investing.
Mr. Pearce's background includes receiving an MBA degree from the University of Oregon and a Bachelor of Science degree from the University of Massachusetts, Amherst. Peter is a Director of the Cohasset Rotary Club and Past Commodore of the Cohasset Yacht Club.