Peter Mcfarland

Peter Mcfarland Email and Phone Number

Senior Portfolio Manager @ Meridian Wealth Management, LLC
lexington, kentucky, united states
Peter Mcfarland's Location
Greater Lexington Area, United States
Peter Mcfarland's Contact Details
About Peter Mcfarland

Peter Mcfarland is a Senior Portfolio Manager at Meridian Wealth Management, LLC. He possess expertise in financial services, wealth management, investments. Colleagues describe him as "I have the privilege of working with Peter McFarland, and I wholeheartedly recommend his expertise. Peter possesses a deep understanding of financial analysis. His ability to dissect complex data, identify trends, and provide actionable insights is truly impressive. In the world of finance, precision matters. Peter consistently demonstrates meticulous attention to detail, ensuring accurate financial reporting and forecasting. Whether it’s budget planning, risk assessment, or investment analysis, he approaches each task strategically. His insights have been invaluable in shaping our financial decisions. Financial landscapes evolve rapidly, and Peter adapts seamlessly. He stays informed about industry trends, regulatory changes, and emerging technologies, which keeps us ahead of the curve. Peter is a dedicated and skilled individual who consistently delivers results." and "As a small business owner and someone who wants to make sure I take care of my family and business I rely heavily on Peter McFarland to provide good sound advice and he has always come through for me. He is a great listener which allows me to discuss my current and future goals and then he helps implement along the way. Anyone looking for help planning their financial goals I would recommend talking to Peter."

Peter Mcfarland's Current Company Details
Meridian Wealth Management, LLC

Meridian Wealth Management, Llc

View
Senior Portfolio Manager
lexington, kentucky, united states
Employees:
30
Peter Mcfarland Work Experience Details
  • Meridian Wealth Management, Llc
    Senior Portfolio Manager
    Meridian Wealth Management, Llc Feb 2023 - Present
    Lexington, Kentucky, United States
  • Ubs
    Senior Vice President - Investments
    Ubs Jan 2012 - Feb 2023
  • Central Investment Center
    Senior Vice President
    Central Investment Center Oct 1998 - Jan 2012

Peter Mcfarland Skills

Financial Services Wealth Management Investments

Peter Mcfarland Education Details

Frequently Asked Questions about Peter Mcfarland

What company does Peter Mcfarland work for?

Peter Mcfarland works for Meridian Wealth Management, Llc

What is Peter Mcfarland's role at the current company?

Peter Mcfarland's current role is Senior Portfolio Manager.

What is Peter Mcfarland's email address?

Peter Mcfarland's email address is pe****@****uno.com

What is Peter Mcfarland's direct phone number?

Peter Mcfarland's direct phone number is +185931*****

What schools did Peter Mcfarland attend?

Peter Mcfarland attended University Of Wisconsin-Whitewater.

What skills is Peter Mcfarland known for?

Peter Mcfarland has skills like Financial Services, Wealth Management, Investments.

Who are Peter Mcfarland's colleagues?

Peter Mcfarland's colleagues are Jake Blumenthal, David Dowell, Angelia Fernandez, Jenna White, Claire Young, Carmen Hodnett, Mason Stockham.

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