Peter Holland, CPWA®, SE-AWMA™ in

Peter Holland, CPWA®, SE-AWMA™

Login to view DISC.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
📍 New York, United States

Peter Holland is a Senior Vice President and Wealth Management Advisor at Merrill Lynch. He and his team specialize in goals-based financial strategies for successful business owners, executives, and clients in the sports and entertainment industries. He is a graduate of Siena College.

He holds the specialized designation of Sports & Entertainment Accredited Wealth Management Advisor.

Read the full overview →
Experience
14 Years
Current Role
Wealth Management Advisor, Senior Vice President
Job Level
Leadership
Location
New York, United States
Personality Overview

How Peter shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Peter cares about

Sports & Entertainment Finance
Holds a specialized accreditation for advising clients in the sports and entertainment industry, a key focus of his practice.
Next-Gen Wealth
Recognized by Forbes as a "Top Next-Generation Wealth Advisor, " indicating a focus on advising younger, successful clients and families.
+4 more topics Login to view topics
Career

Work history

10-2011
Wealth Management Advisor, Senior Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2011
Bachelor's Degree
Siena College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Merrill Lynch Wealth Management Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Peter. Free, 10 seconds.