Peter Greb, Cfp®, Cpfa®, Crpc™ Email & Phone Number

As a second-generation financial advisor, I grew up seeing the industry through my family and the powerful difference you can make in people's lives. Financial stress has a lasting impact on families' livelihoods that can derail their ability to reach their goals and dreams. Spending time worrying over the future means you spend less time focused on the opportunities before you - hindering your potential. So, my goal is to help ensure that each person and family I support has the steadfast guidance they need to proactively look toward the future and thoughtfully act.I'm a natural numbers guy who enjoys digging into financial strategies. I'm also a people person who thrives in helping others. In my role as a Merrill Lynch Wealth Management Advisor, being a financial advisor is more than a job - it's a calling. I deeply appreciate being able to apply my skills to help others get their financial house in order, so they move through life's various paths with care. I also enjoy helping younger generations build a sound financial foundation and addressing their unique priorities.In my personal life, I'm passionate about music and film, and you can find me enjoying live music, visiting the local record shop, and catching a new movie. I serve on various nonprofit boards and believe that giving back to my community is integral to a life well lived.

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  Wealth Management Advisor, First Vice President

  Merrill Lynch Wealth Management

  Oct 2012 - Present

  At Greb Wealth Management Group, we help people and multigenerational families find financial clarity and direction while navigating life events. Change is inevitable in life. So we help ensure that each client has the support and strategies they need to feel comfortable in their decisions and confident in their futures. Whether they're changing careers, preparing to retire, relocating, or more, clients gain thorough financial counsel. Across our support, we're conscientious of their needs and disciplined in our processes, and bring the multigenerational perspectives to help make every step count.My focus: Financial planning, insurance, retirement strategies, 401(k) plans, banking support*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.