Financial Advisor
Current
Retirment Planning Solutions
May 2022 - Present
AeroLeads people directory · profile
Peter J. Gaughan, Aif® Email & Phone Number
Financial Advisor
at
Retirment Planning Solutions
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Retirment Planning Solutions
Role
Financial Advisor
Location
Cincinnati Metropolitan Area, United States
Who is Peter J. Gaughan, Aif®? Overview
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Quick answer
Peter J. Gaughan, Aif® is listed as Financial Advisor at Retirment Planning Solutions, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Peter J. Gaughan, Aif®.
Peter J. Gaughan, Aif® previously worked as Financial Advisor at Retirement Planning Solutions, Llc and First Vice President, Wealth Management, Investment Management Consultant at Raymond James & Associates, Inc.. Peter J. Gaughan, Aif® holds Bup, Architecture, Design, Urban Planning, Economics from University Of Cincinnati.
Company email context
Email format at Retirment Planning Solutions
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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Peter J. Gaughan, Aif®. Compare company email patterns before reaching out.
Profile bio
About Peter J. Gaughan, Aif®
Mr. Gaughan has been a Financial Advisor for the past thirty-eight years. He has focused on the areas of investment management consulting, retirement planning and money management. Mr. Gaughan currently holds the position as a Financial Advisor with Retirement Planning Solutions, LLC., where in his position as a Financial Advisor and Investment Management Consultant; he concentrates on wealth management for individuals, businesses and professionals. Mr. Gaughan has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. Mr. Gaughan is also a consultant for 401 (k) plans, foundations and endowments.www.finra.org. www.sipc.orgInvestment Advisory services offered through RPS Advisory Solutions, LLC, an SEC Registered Investment Advisor dba Retirement Planning Solutions, LLC. Securities offered through Silver Oak Securities, Inc. Member FINRA/SIPC. RPS Advisory Solutions, LLC, Retirement Planning Solutions, LLC, and Silver Oak Securities, Inc. are separate entities.
Listed skills include Investments, Portfolio Management, Wealth Management, Alternative Investments, and 14 others.
Current workplace
Peter J. Gaughan, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Retirment Planning Solutions
6 roles
Peter J. Gaughan, Aif® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Retirement Planning Solutions, Llc
First Vice President, Wealth Management, Investment Management Consultant
Raymond James & Associates, Inc.
Due to the Merger of Morgan Keegan & Co., Inc. & Raymond James, the new company has been renamed Raymond James & Associates, Inc.
Feb 2013 - Jun 2022
First Vice President, Investment Management Consultant
Morgan Keegan & Co., Inc.
Financial & Retirement Planning, Investment Advice, Portfolio Management, Investment Policy Statement (IPS) Design, Non-Profit Foundation Investment Management
Oct 2007 - Apr 2012
First Vice President, Financial Consultant
Mr. Gaughan has been a Financial Advisor for the past thirty years. He has focused on the areas of investment management consulting, retirement planning and money management. Mr. Gaughan currently holds the position of First Vice President – Investments with Raymond James & Associates Inc., where in his position as a Financial Advisor and Investment Management Consultant; he concentrates on wealth management for individuals, businesses and professionals. Mr. Gaughan has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. Mr. Gaughan is also a consultant for 401 (k) plans, foundations and endowments.
Nov 2004 - Oct 2007
First Vice President, Senior Portfolio Manager
Citigroup Smith Barney
Portfolio Management
Sep 1988 - Oct 2004
2 education records
Peter J. Gaughan, Aif® education
Bup, Architecture, Design, Urban Planning, Economics
History
FAQ
Frequently asked questions about Peter J. Gaughan, Aif®
Quick answers generated from the profile data available on this page.
What company does Peter J. Gaughan, Aif® work for?
Peter J. Gaughan, Aif® works for Retirment Planning Solutions.
What is Peter J. Gaughan, Aif®'s role at Retirment Planning Solutions?
Peter J. Gaughan, Aif® is listed as Financial Advisor at Retirment Planning Solutions.
What is Peter J. Gaughan, Aif®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Peter J. Gaughan, Aif® at Retirment Planning Solutions.
Where is Peter J. Gaughan, Aif® based?
Peter J. Gaughan, Aif® is based in Cincinnati Metropolitan Area, United States while working with Retirment Planning Solutions.
What companies has Peter J. Gaughan, Aif® worked for?
Peter J. Gaughan, Aif® has worked for Retirment Planning Solutions, Retirement Planning Solutions, Llc, Raymond James & Associates, Inc., Morgan Keegan & Co., Inc., and Ubs Financial Services, Inc..
How can I contact Peter J. Gaughan, Aif®?
You can use AeroLeads to view verified contact signals for Peter J. Gaughan, Aif® at Retirment Planning Solutions, including work email, phone, and LinkedIn data when available.
What schools did Peter J. Gaughan, Aif® attend?
Peter J. Gaughan, Aif® holds Bup, Architecture, Design, Urban Planning, Economics from University Of Cincinnati.
What skills is Peter J. Gaughan, Aif® known for?
Peter J. Gaughan, Aif® is listed with skills including Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, and Series 7.
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