Merrill Lynch Financial Advisor Peter Davies

Services Offered

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

About

Peter Davies is a financial advisor based in Greenwich, Connecticut, affiliated with Merrill Lynch. He specializes in providing investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), Peter offers comprehensive financial planning services. He serves a diverse clientele, helping them navigate their financial journeys with personalized guidance.

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