Peter Scott Izzo

Gestionnaire de Portefeuille-Actions chez Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Profil

Mr. Peter S.
Izzo is a Managing Director & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He is one of the founding partner of The Izzo Group, a wealth management advisory team.
He joined Merrill Lynch in September 1997, and over the past 20 years has created one of the largest wealth management groups in the industry.
He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies.
Mr. Izzo has a degree from Boston College, where he attended the Carroll School of Management.
He holds the Certified Financial Planner Certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation.

Postes actifs de Peter Scott Izzo

Sociétés	Poste	Début
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)	Gestionnaire de Portefeuille-Actions	01/09/1997

Anciens postes connus de Peter Scott Izzo

Sociétés	Poste	Fin
Merrill Lynch Private Client Group	Gestionnaire de Portefeuille-Actions	-

Formation de Peter Scott Izzo

Boston College

Undergraduate Degree