Peter Halbrook, CFP®
Vice President, Wealth Manager, BethesdaPeter 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.
