As a Financial Advisor, Peter believes that each client deserves a relationship that is built around three principles: understanding, integrity, and discipline. His goal is to thoroughly understand each client's financial priorities, so that he may earn their trust, and help them pursue their short and long term financial needs. Peter's approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review each client's financial situation, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. Despite serving a wide variety of clientele, he focuses on supporting the unique needs of business owners, retirees, corporate executives, and affluent individuals. He can address clients' needs on virtually everything. He can also offer access to the credit and lending services of Bank of America. Peter Pane began his career in the financial services industry at Citigroup in 2012. He Joined Merrill Lynch in 2014. Peter graduated Magna Cum Laude from Niagara University earning his Bachelors of Science degree in Finance. Asset Allocation does not ensure a profit or protect against loss in declining markets.