Vanderbilt is happy to welcome one of our newest Financial Professionals, Peter, CFP®.
Peter has 40 years of experience in financial services. He specializes in investments, business strategies, financial planning, and working with high-networth clients, using his knowledge and skills to help his clients with all aspects of their financial planning and creating long-lasting relationships with each and every one of them.
“I saw joining Vanderbilt as a great opportunity for my clients to achieve their financial goals.” – Peter
“Peter’s extensive experience and care for his clients is exactly what makes him a great fit for Vanderbilt.” – Heidi Distante, CEO
