Peter Merritt
Associate Financial Advisor
- Role
- Associate Financial Advisor at Merritt Wealth & Retirement Advisors
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Associate Financial Advisor
Merritt Wealth & Retirement Advisors
Jun 2022 — Present · Pewaukee, WI, US
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Merritt Wealth and Retirement Advisors, Inc is not a registered broker/dealer and is independent of Raymond James Financial Services For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Education
Bethlehem College and Seminary
History of Ideas
2016 — 2020
Liberty University
Financial Planning and Services
2020 — 2020
Westminster Theological Seminary
Master of Arts in Theological Studies, Church History
2025
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