PFM Peter Halbrook Bethesda MD Web

Peter Halbrook, CFP®

Vice President, Wealth Manager, Bethesda

Peter Halbrook, Bethesda, manages investment portfolios and helps create comprehensive financial plans for clients at the Bethesda Metro office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Peter takes a holistic approach to wealth management by helping clients coordinate lifestyle and financial goals to help them live the life they want.

Prior to joining Goldman Sachs, Peter spent eight years at PNC Investments, LLC in Washington, DC, where he managed money for many high net worth clients and provided financial planning. Peter's previous experience also includes three years in banking at Wells Fargo as well as a year at the Financial Industry Regulatory Authority.

Peter received a Bachelor's degree in Business Administration from Roanoke College and a Certificate in Financial Planning from Georgetown University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a member of the Financial Planning Association.

In his free time, Peter enjoys listening to music, cooking, playing sports, and spending time with his wife, Marjorie, and their young children.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact you through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services, and acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.