Peter Scott Izzo

Mr. Peter S.
Izzo is a Managing Director & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He is one of the founding partner of The Izzo Group, a wealth management advisory team.
He joined Merrill Lynch in September 1997, and over the past 20 years has created one of the largest wealth management groups in the industry.
He is a qualified Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Mr. Izzo has a degree from Boston College, where he attended the Carroll School of Management.
He holds the Certified Financial Planner Certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor (CRPC) designation.