Merrill Lynch Financial Advisor Peter Cavi

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Peter Cavi is a financial advisor based in Madison, Wisconsin, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), he provides comprehensive financial planning services to individuals and families. His practice focuses on helping clients navigate their financial journeys with personalized guidance.

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