Peter joined Krier Wealth Management in October 2009. He is responsible for developing strategic alliance partnerships with other financial and professional firms. He provides a turnkey solution to community banks and professional firms interested in offering wealth management services to their clients. Peter and his team will assist in tailoring a solution to complement each institutional relationship. They provide support and guidance on implementation, operational logistics, regulatory issues as well as business development and integrated sales process. He and his team are committed to work in tandem with management to ensure the program meets its objectives and monitor through active ongoing oversight.
He also maintains a personal practice where he provides comprehensive financial advisory services to select high net worth individuals, professionals and entrepreneurial business owners. Â His services include comprehensive financial planning, asset management and asset protection strategies, portfolio analysis and asset allocation modeling, estate and tax planning.
Peter has an extensive 30-year financial services background, which included serving as a Wealth Advisor/Financial Planner with firms in Jacksonville, and the Director of Financial Planning and Investing for NetBank, where he designed and oversaw the implementation of an innovative financial advisory services program.
Prior to his financial advisory career, Peter had twenty years of experience in financial institution risk management and auditing.  In 14 years at Barnett Banks, Inc. he rose to the level of Deputy General Auditor/Director of Internal Audit and later as Director of Risk Management/Compliance for the Bank’s Asset Management Group. He is a former Certified Internal Auditor and Certified Bank Auditor and has served on the Audit Committee of a local Credit Union. He is a member of the Financial Planning Association and the Financial Executives Networking Group.
Peter lives with his family in Ponte Vedra Beach, Florida where he remains involved in a number of civic causes.
Education
- B.A. Mathematics, University of Massachusetts, Boston
- University of North Florida, Certified Financial Planner Program
Registrations and Licenses Held
- Series 7*
- Series 24*
- Series 63*
- Series 65*
- Life Health and Annuity Insurance
Securities, Advisory Services and Financial Planning Offered Through LPL Financial, Member FINRA/SIPC
*Securities registrations held through LPL Financial.
