Peter Leo Lafferty
Advisor at Merrill — Bloomington, MN Norman Center Dr
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
33 years
Location
Bloomington, MN 55437
Merrill
Institution
Peter Lafferty is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, tax minimization, and retirement income strategies, focusing on helping clients achieve their financial goals through in-depth planning and personalized financial strategies. Peter serves as a CERTIFIED FINANCIAL PLANNER® professional and holds designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA).
With over 30 years of industry experience, Peter joined Merrill in 2008 and contributes his expertise to the team by emphasizing strong client-advisor relationships and providing access to premier financial resources. His approach involves creating goals-based retirement income plans and partnering with clients' tax and legal advisors to develop tax-efficient strategies.
Peter holds an MBA from Capella University, a Bachelor of Science in Management from University of Phoenix, and an Associate in Arts from Thomas Edison State College. Beyond his professional work, he is involved in various community activities, including coaching tennis and golf teams at Visitation School, participating in the Big Brother Big Sisters of the Twin Cities, and volunteering with Minnesota Special Hockey and the West Metro Miracle League. In his personal time, Peter enjoys boating, cooking, fishing, golfing, ice hockey, music, skiing, spending time with his family, tennis, and yoga. He was named to the Forbes "Best-in-State Wealth Advisors" list in 2024.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Bloomington, MN Norman Center Dr
8300 Norman Center Dr
Bloomington MN 55437
Advisors at this office
24
Alabama · Minnesota · Texas
33 years of industry experience
Bank Of America, N.A.
2009 - Present • 17 years
Wayzata, MN
Merrill
2008 - Present • 18 years
Wayzata, MN
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Accountant / CPA / tax prep
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