Peter MacMillan, Financial Advisor
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Accountants
  • Divorce Finances

About Peter

Twenty years ago, I was blessed to begin my career with Edward Jones as a financial advisor. My branch team's passion is to earn your trust by always putting your best interests first, and showing care and compassion while learning about you and your family's financial situation. We partner with you by using an established 5-step process to create a personalized financial strategy that helps you achieve your goals. Our objective is to become a trusted partner to form a deep and personal relationship with you. Our clients have complex financial needs, and we work with their CPAs and attorneys...

Work History

  • Edward JonesMarch 2004 to Current

Education

  • Westfield State CollegeBachelors

Team Members

  • Cecily Cotner-Vu
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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