C. Peter Croonquist
Executive Vice President / Wealth Management, Financial Advisor AWMA℠, CLTC®
- Role
- Executive Vice President Wealth Management, Financial Advisor, Awmasm, Cltc at Janney Montgomery Scott LLC
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About C. Peter Croonquist
For more than 30 years Peter has served as a Financial Advisor, providing his clients…
Experience
Executive Vice President Wealth Management, Financial Advisor, Awmasm, Cltc
Mar 2000 — Present · Hackensack, NJ, US
For more than 30 years Peter has served as a Financial Advisor, beginning his career in 1989 with JP Morgan. Career progression led him to UBS and Smith Barney before joining Janney Montgomery Scott, partnering with his father and brother in the Firm’s Hackensack office. The team was recognized by Forbes as a 2023 and 2024 Top Wealth Management Team.A graduate of the University of Scranton, Peter earned his Bachelor degree in Economics and Finance. He holds the Accredited Wealth Management Advisor℠ and Certified in Long Term Care designations, Series 7, 31, 63 & 65 securities licenses and New Jersey Life & Health Insurance license.Peter and his wife, Christine, have two children and currently reside in Morristown, New Jersey. Very active in his community, Peter is a Board member of the Bergen Family Center (recent past Chair), Board Member of the Salvation Army Corps (past Board Chair), member of the Development Council of the Archdiocese of Newark, and Board Member of the Morris Education Foundation (MEF)(past Finance Chair).
Education
University of Scranton
BS, Economics and Finance
1985 — 1989
Skills
- Investments
- Retirement
- Bonds
- Strategic Financial Planning
- Equity Trading
- Etfs
- Trust Services
- Bloomberg
- Financial Advisory
- Uniform Combined State Law
- Investment Management
- Variable Annuities
- Hedge Funds
- Fixed Income
- Insurance
- Series 24
- Portfolio Management
- Long-Term Care
- Retirement Planning
- Finra
- Series 63
- Finance
- Wealth Management Services
- Iras
- Investment Advisory
- Financial Services
- Fixed Annuities
- Strategy
- Stocks
- Wealth Management
- High Net Worth Individuals
- Financial Planning
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Capital Markets
- Series 7
- 401k
- Series 65
- Securities
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