Peter Mccolgan Email & Phone Number

It often takes a while for people to discover their true passion, but I knew I wanted to help people with their finances from the very beginning of my career. My career as a financial services professional began in 1988, when as a new graduate of Miami University, I joined Fidelity Investments.At Fidelity Investments, I was immersed in the global financial markets. I then joined Smith Barney as a Senior Vice President at Smith Barney, then continued my career at UBS. In 2018, I joined Wells Fargo Advisors to better serve my clients with a larger variety of investment options as well as access to financing capabilities.Ensuring my clients don't get derailed by the unexpected is one of the cornerstones of my investment strategy. In over 30 years of working with people on their investment goals, I have learned to listen and prioritize my client's goals first and foremost, while providing a strategy to both accumulate and protect wealth in order to realize a successful retirement.I work with a variety of clients including business owners, doctors, attorneys and others employed by some of the largest and most well-known companies in the region.With the volatility of the current markets, now is the perfect time to review your investment objectives, goals and asset allocations. Please contact me for a consultation.This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IL, IN, KY, MI, MN, MT, NC, NH, NJ, NY, OH, SC, TN, TX, UT, VA, WI, and WV only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social