Peter Goodridge
Managing Director-Investments at Wells Fargo Advisors
- Role
- Managing Director-investments at Wells Fargo Advisors
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Peter Goodridge
As a Financial Advisor for the past 25 years, I am committed to providing my clients with the highest level of professional and personal service. I carefully evaluate my clients\' personal financial goals before recommending an investment strategy that will be specifically tailored to each of their needs. Helping each client build a firm financial foundation for the future is my primary goal. My investment strategies are global and risk based where investments are actively managed to help reduce risk when markets are volatile, and then fully participate when markets are constructive. My experiences in the Financial Services Industry began in 1982 after graduating from the University of Florida with a degree in Business Administration and joined Travelers Insurance Company in Hartford, CT. After two and a half years as a pension consultant working with Fortune 500 companies, I was recruited by Prudential Bache Securities as a Financial Advisor in Boca Raton, FL. In 1989 I relocated to Manhattan as an Institutional Bond Salesman for Prudential Securities. In 1992 I relocated back to Boca Raton, FL where I established my Financial Advisory practice. My office is in Boca Raton, FL and I reside in Delray Beach, FL with my wife Alison and daughter Chase. Series 7 Series 63 This information is intended for use by residents of AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, ME, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WY only. Insurance Licenses in the following states: AL,FL,GA,MA,NC,NM,NY,PA *Please contact me by e-mail (p••••••••@wfadvisors.com) or by Phone Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Managing Director-investments
Jul 2022 — Present · Boca Raton, FL, US
Education
University of Florida
Bachelor of Science, Business Administration
1978 — 1982
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