Peter Davies Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Peter Davies Location
- Greenwich, CT, US
Peter Davies Work
- 2009 -now Wealth Management Advisor, Senior Vice President @
- 2005 -2009 Portfolio Manager @ Wynnstay Capital
- 1999 -2005 Managing Director @
- 1993 -1999 Executive Director @
- 1984 -1993 Vice President @
Peter Davies Education
- NYU Stern School of Business 1987-1992
- Yale University 1980-1984
- Phillips Academy 1977-1980
Peter Davies Skills
- Customized Investment Strategies
- Personal Retirement Strategies
- Corporate Retirement Plans
- Goals Based Planning
- Estate and Wealth Structuring
- Strategic Portfolio Construction
- Financial Education
- Behavioral Finance
- Divorce Wealth Management Planning
- Multigenerational Wealth Planning
- Family Wealth Management Strategies
- Alternative Investments
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Services
- Asset Allocation
- Financial Analysis
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
Peter Davies Summary
- Peter Davies, based in Greenwich, CT, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Peter Davies brings experience from previous roles at Wynnstay Capital, Morgan Stanley and Nomura. Peter Davies holds a 1987 - 1992 NYU Stern School of Business. With a robust skill set that includes Customized Investment Strategies, Personal Retirement Strategies, Corporate Retirement Plans, Goals Based Planning, Estate and Wealth Structuring and more. Peter Davies has 1 emails and 2 mobile phone numbers on RocketReach.
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