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 @ Merrill Lynch
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2005 - 2009 Portfolio Manager @ Wynnstay Capital
1999 - 2005 Managing Director @ Morgan Stanley

1993 - 1999 Executive Director @ Morgan Stanley
1984 - 1993 Vice President @ Nomura

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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

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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.

Peter Davies Emails

Found 1 emails

@ml.com

Peter Davies Phone Numbers

Found 5 phone numbers

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