Peter Wong

Peter Wong, CFP®, is a Vice President and Wealth Management Advisor with extensive experience in financial services. They began their career as an Equity Trader at Adams, Harkness & Hill from 2000 to 2006 and later held several roles, including Vice President of Equity Trading at Canaccord Adams. Wong worked as an Active Trader Consultant at Fidelity Investments from 2008 to 2011 and has also served as a Financial Consultant and Regional Brokerage Consultant. They earned a Bachelor of Science degree from Michigan State University’s Eli Broad Graduate School of Management between 1988 and 1993.