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Wealth Management AdvisorSenior Vice President - Wealth Management100 FEDERAL STREET
Floor No. 17,
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Peter Pearce is a Senior Vice President-Wealth Management, Wealth Management Advisor in the Boston Merrill Lynch office. Peter is a Qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He also is a CERTIFIED FINANCIAL PLANNER certificant. Peter works with individuals, families, and trusts to develop financial strategies to manage their personal wealth. Along with stocks, bonds, mutual funds, home financing (through Bank of America, N.A.) and other traditional products, Peter employs U.S.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 member and Past President of the Cohasset Rotary Club and Director and Past Commodore of the Cohasset Yacht Club.Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Peter Pearce is registered to do business in : CA, CO, CT, DC, DE, FL, IL, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.