What is Peter Shanahan Cfp email address?

Peter Shanahan Cfp's primary email address is **************@stewardpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Shanahan Cfp work for?

Peter Shanahan Cfp is a Senior Vice President, Wealth Manager at Steward Partners, a company specializing in Functions related to depository banking.

Where Peter Shanahan Cfp graduated from?

Peter Shanahan Cfp holds a degree in from College for Financial Planning.

How can I directly contact Peter Shanahan Cfp?

To contact Peter Shanahan Cfp directly, you can use the email address **************@stewardpartners.com. Complete contact information is available upon registration with Muraena.

Who is Peter Shanahan Cfp?

Peter Shanahan is a seasoned financial professional with a Master of Science in Personal Financial Planning and extensive experience in wealth management. He currently serves as a Senior Vice President and Wealth Manager at Steward Partners Global Advisory, where he leads a dynamic team focused on serving successful retirees and business owners. Peter's approach combines a structured financial planning process with modern portfolio theory, ensuring clients' financial strategies are adaptable to changing market conditions. His effective communication with clients' other advisors showcases his commitment to a holistic approach to financial management. With a background that includes founding a financial planning practice and roles at Merrill Lynch and American Express Financial Advisors, Peter has developed a robust expertise in customer service, strategic planning, and team leadership. He is passionate about empowering clients through education and personalized financial strategies, making him a trusted partner in their financial journeys.