Peter joined Raymond James in 2009 and partnered with Sean in 2013.
Peter enjoys playing tennis at St. Petersburg Country Club and spending time with his wife, Sara. Peter is also involved with local charities such as: St. Pete Preservation and Bon Secours.
As a CERTIFIED FINANCIAL PLANNER™ professional, Peter's areas of concentration with Goodrich Wealth Planning include:
- Building Comprehensive Financial Plans
- Insurance Based Needs (Life, Long Term Care, and Annuity)
- Developing Investment Policy Statements
- Strategies to Maximize Social Security Benefits
- Generational Planning
- Education Planning