Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Peter Staunton, CFA, CFP

Senior Vice President–Wealth Management

Peter is a Senior Vice President - Wealth Management, Corporate Stock Benefit Consultant, and Portfolio Manager with UBS Financial Services, Inc. He joined The Callanan Group in 2004 where he has grown his wealth management practice through serving the financial needs of corporate executives and their families. His process is based on time tested principals of wealth planning, investment selection, risk management, and the protection of his clients' wealth for their future heirs. 

Peter earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. to professionals that have completed extensive training and experience requirements and are held to rigorous ethical standards. He has also earned the professional designation of Chartered Financial Analysts® (CFA), one of the investment industry's most renowned and difficult designations to achieve for portfolio managers. He is a member of the CFA Institute and the Boston Security Analysts Society. He holds Series 7, 63, and 65 securities licenses, as well as, life and long-term care insurance licenses. Peter graduated with honors from Rensselaer Polytechnic Institute in Troy, NY with a B.S. in Management.

He lives in Hingham, MA with his wife Tori and their two boys, Reid and Jack.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • B.S. in Management, Rensselaer Polytechnic Institute

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
  • Portfolio Manager
One Post Office Square
35th floor
Boston, MA 02109
  • (617) 261-2568

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

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