avp financial advisor portfolio advisor@ Merrill Lynch
Los Angeles, California, United States
Peter Yanni
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Middlesex University
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FlashIntel GPTPeter Yanni is a Financial Advisor with 15.3 years of experience. He is based in Los Angeles, California. Peter focuses on providing holistic solutions to affluent and high-net-worth individuals and businesses. He specializes in understanding their family clients' financial goals and their current needs and designing and implementing customized strategies. Peter's core goal is to help clients achieve their financial prosperity.
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Disclosure: Opinions expressed and articles shared on LinkedIn from this account are not investment advice, nor represent those of my employer. What we do: As a Financial Advisor we utilize a team-based approach to provide holistic solutions to affluent and high-net-worth individuals and their businesses A core principal to our mission is to understand our family clients financial goals and their current needs. We then design, implement & maintain a customized holistic strategy. Our fundamental goal is our clients’ financial prosperity
...See MoreWork Experience
avp financial advisor portfolio advisor
Financial Services
Peter Yanni's Professional Milestones
- avp financial advisor portfolio advisor (2018-05-01~): Providing valuable financial guidance, empowering clients to optimize their financial growth and pursue successful financial transformation.
- Relationship Manager (2016-01-01~2018-05-01): Building strong trust and loyalty through effective communication and collaboration.
Education
Bachelors,
Bachelor Of Arts
Certification
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Peter Yanni works for Merrill Lynch
Peter Yanni's role in Merrill Lynch is avp financial advisor portfolio advisor
Peter Yanni works in the industry of Financial Services
Peter Yanni's colleagues are John "Jack" C. Davis,Patrick Jarin,Hadas Cohen
Peter Yanni's latest job experience is avp financial advisor portfolio advisor at Merrill Lynch
Peter Yanni's latest education in Middlesex University
