Name
David Peterson
Originally From
San Antonio,
Now Resides
Minneapolis,
University of
Professional Experience
Merrill Lynch, Financial Advisor, June of 2002 to present
Areas of Expertise
David is a financial advisor who has been with Merrill Lynch since 2002. While at Merrill Lynch, David has focused his time and energy on helping successful individuals and small businesses with several main areas of concern. For individuals he has helped clients successfully retire, consolidate their retirement accounts, (401K's and IRA's) allocate their portfolio’s, and also given estate planning recommendations. In working with small businesses David has helped clients with cash management, business financing, retirement plan education and investment selection.
Why I am a Power Player
In any competition the saying that you play up to the level of competition is true. Because the work place is a competitive market, I have been a part of the Power Players group to insure that I am always competing against the best competition. If I continue to measure my progress against those who are the leaders of their respective industries and companies, then I am competing and comparing myself against the best. Power Players meetings and discussions enable each of us to combine ideas, teaching methods, and philosophies from numerous regions, industries, and companies from across the country. The result each one of walks away with is a competitive advantage over co-workers looking to achieve similar goals.
Money, Power, or Respect
Respect