Peter Cavi
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Peter Cavi
Are you prepared for the financial uncertainties that lie ahead? It\'s better to PREPARE than to REPAIR your financial life. And, it\'s never too late - or too early - to plan for your financial future. You want to live the best life possible with the assets available to you. I can help you plan the transition from saving for retirement to living your retirement, manage your investments and cash flow with prudence and care, and help you coordinate all of this with your accountant and estate planning attorney. Whether you need to create a long-term financial strategy, manage your investments, insure a life, or create a retirement plan for you or your company, I believe in delivering Merrill\'s resources with a personal touch. Your future awaits. Let\'s get started.
Experience
Wealth Management Advisor, Senior Vice President
Nov 1999 — Present
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo and Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Education
Northwestern University
Masters of Business Administration
1982 — 1985
University of Illinois Urbana-Champaign
Bachelor's Degree Mechanical Engineering
1975 — 1979
Skills
- Wealth Management
- Annuities and Long Term Care Insurance
- Financial Modeling
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