As COO of Symmetry Wealth Advisory Group, and Managing Director of Gladstone Wealth Partners, Peter’s role is to help captive financial advisors transition their business to an independent model or RIA’s looking to merge, so they can leverage our size and scale. Whether you are an advisor who desires to challenge your entrepreneurial spirit by building a large enterprise, or an individual who wants to focus exclusively on growing your own personal practice, Peter will work directly with you to outline a clear path no matter what level of business you desire to create.
Peter, a business owner & entrepreneur for over 25 years, and his team bring years of industry experience and expertise in the financial services space. His business which has multiple affiliation models are aligned with the largest custodians in the industry. It was developed by advisors for advisors with a robust platform that combines a wealth of valuable services and resources including compliance, technology, succession planning, operations, business development and transition support. Peter will stand by your side both before and after your transition to help you navigate through complex decisions to determine what is most important for you, the advisor, and your clients.
Peter has a BA in Accounting from Iona College, New Rochelle, NY and his Life and Health Insurance license. Peter not only enjoys playing golf and perfecting the art of pizza making, he cherishes the time he spends watching his two children Nick and Julia play lacrosse and softball. He resides in Somers, NY with his wife Lisa of 25 years.