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Peter A

CFP®, Series 65, Series 66

Vero Beach, FL

Raymond James Financial

Peter Anderson is a CFP®-credentialed financial advisor with Raymond James Financial in Vero Beach, FL, bringing 13 years of industry experience. His background includes roles at Woodforest National Bank and Transamerica Financial Advisors prior to his current position. He also established Anderson Wealth Management LLC, an entity created for banking purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique municipal advisory affiliations and specialized employer consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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