Peter Ierardi
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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Peter Ierardi

Senior Vice President–Wealth Management

Market Director

As a Financial Advisor, my strongest assets are the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

 

CA License #: 0D73503

 

Personal & Community

  • Served in the US Army Reserves
Registered States:
  • AZ
  • CA
  • DC
  • DE
  • FL
  • GA
  • IN
  • KY
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NM
  • NV
  • NY
  • PA
  • SC
  • VA

Peter Ierardi

Education

  • Bachelor of Science, Washington & Lee University
  • Masters of Business Administration, Drexel University

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Peter Ierardi

20 Montchanin Road, Suite 170
Greenville, DE 19807

Email Me

Peter Ierardi

Senior Vice President–Wealth Management

Market Director

As a Financial Advisor, my strongest assets are the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

 

CA License #: 0D73503

 

Personal & Community

  • Served in the US Army Reserves
Registered States:
  • AZ
  • CA
  • DC
  • DE
  • FL
  • GA
  • IN
  • KY
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NM
  • NV
  • NY
  • PA
  • SC
  • VA

Education

  • Bachelor of Science, Washington & Lee University
  • Masters of Business Administration, Drexel University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
20 Montchanin Road, Suite 170
Greenville, DE 19807
  • (302) 407-4710

Email Me

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Learn more at ubs.com/wealthway.

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