Peter Petronzio, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans

About Peter

My concentration is on the financial and estate needs of my clients. I dedicate myself to thoroughly understanding the priorities of individuals and families, providing them with personalized attention and disciplined, customized financial strategies.

I use my access to the investment resources of Edward Jones to help address the various aspects of clients’ financial needs. We create a working list of client objectives — including investments, tax minimization, retirement assets and services — and then commit to crafting strategies designed to help clients build, manage and preserve their wealth for current and future generations.

I graduated from the University of South Florida...

Work History

  • Edward JonesJanuary 2023 to Current
  • Mortgage Access CorporationJune 2022 to January 2023

Education

  • New York UniversityMaster of Science

Team Members

  • Suzanne Mazzarella
    Sr. Branch Office Administrator

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