Peter D. Prentis, CFP<sup>®</sup>

Peter D. Prentis, CFP®

Managing Director- Investments


Peter brings over three decades of experience to his disciplined and prudent wealth management.

A senior PIM Portfolio Manager1, he is among the select financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM) program.

Peter holds a CERTIFIED FINANCIAL PLANNER™ designation and has been with Wells Fargo Advisors and its predecessor firms, Wachovia Securities and Prudential Securities, since 1981.

As a Financial Advisor, Peter's ongoing success has been widely recognized. His honors include being recognized as a Best-in-State Wealth Advisor by Forbes2 in both 2018 and 2019. He was also named to Barron's Top 1,000 Advisors in the Nation in 20093. He is a former Board Member of the International Association of Financial Planning (IAFP)-NY Chapter. Peter was the founding Chairman of the IAFP-NY Chapter's Wall Street Division and served as Vice-President, Education of the organization for three years. He also taught investment courses at The New School of Social Research in New York City from 1985 through 1995.

Peter earned a B.A. in business administration from The Colorado College and his CERTIFIED FINANCIAL PLANNER™ designation from Adelphi University. He holds Series 7, 31, and 66 securities registrations, as well as life, variable and long-term-care insurance licenses.

Away from the office

Peter lives in Bedford Hills, NY. He has four girls and a yellow lab. Paula, his wife, has a Masters in Social Work and is an author and speaker on topics related to teen mental health and social emotional learning (SEL).

When not working on their respective life passions, Peter and Paula spend time with their family and friends in eastern Long Island where they enjoy an active outdoor lifestyle at the beach ocean-kayaking, and playing golf and tennis.

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