Series 7 Securities Registration,1 Series 66 Advisory Registration†
Peter joined the financial services industry following a successful career in sales, applying this experience to provide a high level of customer service to his clients. His focus is on guiding individuals through retirement by managing their cash flow, retirement lifestyle choices, charitable giving goals and estate planning objectives, ultimately working to anticipate risks and simplify their financial life. Peter has enjoyed being involved with many Annapolis organizations like St. Anne’s Church, the Episcopal Diocese of Maryland, The Chase Home and the Boy Scouts. He and his wife Molly are empty nesters, with one of their many accomplishments being that they put their sons through college without student loan debt due to prudent planning.
- Five Star Wealth Manager (2018 & 2019)*
The Peter Smith Financial Advisory Team is located in our Fulton, MD office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.* Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2018 or 2019 FIVE STAR Wealth Managers.