Peter M. Ferriello, CFP® in

Peter M. Ferriello, CFP®

Researcher · DISC type Cs
Senior Wealth Advisor at Ashworth Wealth, LLC
📍 Salt Lake City, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Senior Wealth Advisor
Location
Salt Lake City, Utah, United States
Personality Overview

How Peter shows up

Perfectionist
Process Focused
ROI Seeker

They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Peter cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2020
Senior Wealth Advisor
Ashworth Wealth, LLC
1-2020
National Social Security Advisor Certificate Holder
National Social Security Association
5-2016 - 9-2020
Senior Wealth Advisor - VP
Mollot & Hardy, Inc. Wealth Advisors
4-2008 - 5-2016
Private Client Advisor
JPMorgan Chase & Co.
9-2006 - 12-2007
Financial Advisor
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2019
Certfied Financial Planner
College for Financial Planning
2002 - 2006
Bachelor of Arts (BA)
Alfred University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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