Broker Check
Peter Morris, CFP®, MBA

Peter Morris, CFP®, MBA

 

Peter joined The Bulfinch Group in 2009 to help good people navigate complex financial waters. He opened the firm’s Andover office in 2013. Peter specializes in working with business owners, executives, professionals, successful individuals and dual-income households to develop tax-advantaged strategies that help his clients achieve their financial goals. Using a holistic planning process supported by a sophisticated software system, Peter first analyzes a client’s current situation and then makes recommendations based upon a keen desire to see clients succeed in achieving goals of sufficient retirement income, supporting their children’s education or transferring wealth to future generations in a tax efficient manner. With all client cases, Peter seeks to apply the same commitment based upon caring, trust, integrity and knowledge that he uses with his own family members. In almost all cases, Peter finds some way to optimize a client’s financial situation following a careful review.

Peter’s first career was as a successful high tech business executive. Peter has served as vice-president, general manager and corporate officer at a variety of companies ranging from startups to large, public companies. His operating experience with P&L responsibility allows him to easily understand the pressures facing business owners and executives, while his engineering background gives him the analytical capabilities to navigate complex financial decisions. Peter has been directly involved in several M&A transactions of his businesses, has served on public company 401K committees and overseen the design of various employee benefits programs, but always took great satisfaction from helping individuals in his organizations achieve their personal goals.

Peter earned his B.S. in Computer Science from Tufts University in 1983, completed a number of technical and managerial graduate courses at MIT and other area schools before receiving an MBA in 1992 with a focus on personal financial planning.  Peter is a Certified Financial Planner®.

Peter lives in Andover, MA with his wife Danette and has 3 children.  Peter has been involved in the Andover community for more than 20 years. He is presently on the finance committee of AVIS – Andover’s land trust and is an officer Buck’s Harbor Yacht Club.  In the past, he has served as an officer or board member of the Merrimack Valley Estate Planning Council, the Andover Soccer Association, AVIS – Andover’s land trust, and The Friends of Walker Pond on the Blue Hill Peninsula, Maine.  Peter is a competitive soccer player, a mediocre tennis player, a novice rock climber and enjoys hiking or boating with his family while spending summers in Maine. He reads and studies as much as possible about all aspects of financial planning to assist his clients in determining which financial strategies are best for their personal financial world.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.