Peter Zobro

About Peter Zobro

My career as an Edward Jones financial advisor began with my longtime goal of making an impact in people’s lives. I enjoy getting to know people and taking the time to understand what is important to them. The culture that Edward Jones provides to their employees and clients is unlike any other. I am honored to be a part of an organization that leads by example and always puts our clients first. I grew up in the UP and tried to move south but only made it to Green Bay. I attended St Norbert College in DePere and met my wife, Jenifer. We\'ve been married since 2011 and have 2 children, Theodore (Teddy 9yrs) and Penelope (Poppi 7yrs) and 2 Golden Retrievers (Moose & Willow). We love spending time with family and friends, being outside, and are always working on projects together. I value the opportunity to build relationships with clients by learning about their goals and dreams. My ideal clients are those that want to carefully and thoughtfully work toward long-term goals that range from preparing for or living in retirement, to sending a child or children to college, to planning a lasting legacy. My one-on-one personalized approach creates a comfortable environment where clients feel we fully understand what is most important to them and know we will act in their best interests. My clients can expect a high level of service as I create tailored strategies to solve the needs of our clients, including: ·Individual investors who are serious about developing a personalized strategy, whether just beginning to save for retirement, planning for retirement, recently retired or developing a legacy. ·High Net Worth clients who are looking for tax sensitive solutions ·Small business owners who want to invest through their company or develop a strategy for their personal portfolio. Our team is here and dedicated to helping you achieve your financial goals. It all begins with a conversation so give us a call or stop by to get started. Let us show you how we can make a For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Mar 2018 — Present

   Located off Hwy 29 in Hobart across the highway from Maplewood Meats at the corner of North Overland Road and Centennial Centre Blvd in the Marketplace District of Hobart. 560 Centennial Centre Blvd #160 Hobart WI, 54155 Making Sense of Investing •I deliver personalized investment solutions to help clients work toward their long-term financial goals Proficient with: Wealth Planning Retirement Planning Strategic Planning & Estate and Legacy Strategies Investment Selection (Stocks, Bonds, Mutual Funds, ETFs) Business Owners (Individual Plans & Plans for Employees) Education Savings Programs (529 & Custodial Accounts) Annuities Insurance Services (Life, Long Term Care, Disability) Certifications Obtained: Series 7 Series 66 National Insurance Producer Registry - Life, Accident & Health