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Sr Resident Dir - Wealth Mgmt4000 EMBASSY PARKWAY
Peter Calleri is a Vice President, Senior Financial Advisor, and PIA Program Portfolio Manager with Merrill Lynch in the Bath, Ohio office. He is a member of the O'Hara, Calleri Group, a team of financial advisors with over 65 years of industry experience. Our team's mission is to help our clients achieve peace of mind and confidence with regard to their investment strategies and financial situation. To accomplish this, Pete and his team utilize their wealth management process to help clients develop, implement, and continually review customized investment solutions that are designed specifically for their clients long and short term goals, risk tolerances, and time frames. These solutions include but are not limited to:-Asset Allocation and Investment Strategies-Retirement Planning-Education Planning-Tax Free and Tax Deferred Investment Strategies-Estate Planning-Insurance/Survivor Planning-Lending SolutionsPete and his team are dedicated to providing their clients with world class advice and guidance along with exceptional service. Our philosophy is that making an investment decision is a process and not a transaction. This process is ongoing and consistent through open communication, proactive service and education. By educating our clients, we build relationships that are based on trust and that puts our interests directly in line with the interests of our clients. Prior to starting with Merrill Lynch in 1992, Pete attended undergraduate and graduate school at Kent State University, majoring in finance. In addition, Pete holds the Chartered Retirement Planning Counselor (CRPC) and Wealth Management Advisor (WMA) designations which give him additional expertise in retirement planning, estate planning, alternative investments, and concentrated stock and option strategies. Outside of work Pete enjoys spending time with his wife and three boys, golf and ice hockey.
Peter Calleri is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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