Merrill Lynch Financial Advisor Peter Smith

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk management

About

Peter Smith is a financial advisor based in Chicago, Illinois, with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. Peter holds the CFA and RICP designations, showcasing his expertise in financial planning and investment management. He serves a diverse clientele, helping them navigate their financial journeys with personalized guidance.

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