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Peter Grozdanis, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies
  • Education savings strategies

About Peter

As a financial advisor at Edward Jones, I'm passionate about building long-term relationships with our clients and providing them with customized wealth strategies.

I specialize in working with professionals and high-net-worth clients including business owners, healthcare professionals, engineers, realtors and more. Aligned with our firm philosophy, I have adopted a conservative investment approach with a strong focus on capital preservation, growth, income generation, and long-term results to help ensure confidence. I am here to assist with tax-efficient insurance strategies, estate planning and sound investment advice. We offer several transparent fee options, and strong governance.

My primary objective is to understand what is...

Work History

  • Edward JonesSeptember 2017 to Current

Team Members

  • Aprile Panagakos
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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My priorities

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Setting your path

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