Senior Vice President–Wealth Management
Financial Advisor
Peter J. Lappin has been in the financial services business since 1996. He Earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ offered through the Wharton School of Business. Peter Consults with families and businesses across the country providing detailed financial strategies, constructing personalized portfolios for each client and can offer fee based asset management services for clients for whom it is appropriate. He recognizes the individual needs of his clients and focuses in wealth preservation, tax efficient investing, liability management, and estate planning services.
Senior Vice President–Wealth Management
Financial Advisor
Peter J. Lappin has been in the financial services business since 1996. He Earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ offered through the Wharton School of Business. Peter Consults with families and businesses across the country providing detailed financial strategies, constructing personalized portfolios for each client and can offer fee based asset management services for clients for whom it is appropriate. He recognizes the individual needs of his clients and focuses in wealth preservation, tax efficient investing, liability management, and estate planning services.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
