Peter Searles Email & Phone Number

Senior Vice President - Investment Officer @ Wells Fargo Advisors

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Peter Searles Location

Providence, RI, US

Peter Searles Work

2013 - now Senior Vice President - Investment Officer @ Wells Fargo Advisors
View Department
2025 - 2025 Retired @ Wells Fargo Advisors
2007 - 2013 First Vice President @ Morgan Stanley

1998 - 2007 First Vice President - Investments @ SMITH BARNEY
1990 - 1997 Chief Financial Officer @ WEINGEROFF ENTERPRISES, INC.
1987 - 1990 CPA @ Peter J. Searles, CPA

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Peter Searles Education

Bentley University - McCallum Graduate School of Business
MS (Taxation)
1978 - 1979
Providence College
BS (Business Administration-Accounting)
1974 - 1978
Palmerton H.S.
1970 - 1974

Peter Searles Skills

Estate Planning
Investments
Retirement Planning

Portfolio Management
Wealth Management
Wealth
Asset Management
Alternative Investments
Comprehensive Wealth Management
Asset Allocation

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Peter Searles Summary

Peter Searles, based in Providence, RI, US, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors. Peter Searles brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, SMITH BARNEY and WEINGEROFF ENTERPRISES, INC.. Peter Searles holds a 1978 - 1979 MS in Taxation @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Estate Planning, Investments, Retirement Planning, Portfolio Management, Wealth Management and more. Peter Searles has 1 emails and 1 mobile phone numbers on RocketReach.

Peter Searles Emails

Found 1 emails

@gmail.com

Peter Searles Phone Numbers

Found 3 phone numbers

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Peter Searles

Senior Vice President - Investment Officer at Wells Fargo Advisors

Providence, RI, US
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- gmail.com
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Peter Searles

Risk and Compliance Manager at Indue

Brisbane City, QLD, AU
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- qbe.com
- justice.govt.nz

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