Bank of America Private Client Advisor Peter Manzi

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Peter Manzi is a Private Client Advisor based in Melville, New York, affiliated with Bank of America. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP) and a Certified Exit Planning Advisor (CEPA), Peter provides comprehensive financial planning and investment management services. His practice focuses on helping individuals and families navigate their financial journeys with personalized guidance.

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