I love helping my clients. I am thankful that, as an Edward Jones financial advisor, I work at a firm aligned with my belief that the client comes first. Honesty, integrity and transparency are critical. Attributes like this are built into our processes because we genuinely care about what is best for our clients.
I invest my time in understanding what’s most important to you. I work to understand the level of risk you're comfortable with when investing, so we can balance this with your long-term goals. My passion is to provide confidence for individual investors through all market conditions.
My family and I have lived in the Simsbury area since 2005. My wife, Jennifer, and I both grew up in Vermont and have been married for 21 years. We have twin sons, Seth and Ryan, who attended Granby High School and are now in college.
I earned my Chartered Retirement Planning Counselor™, or CRPC™, designation. I am currently registered in many states for financial securities. I am also licensed for Life, Long Term Care and Disability insurance as well as annuities so I can, when appropriate, help my clients protect what they have saved.
I earned a master's degree from Cornell University in Ithaca, NY. Prior to joining Edward Jones, I spent over 20 years in management and finance, serving numerous Fortune 500 clients. While my past experiences were successful and formative, I plan to spend the rest of my career continuing to help investors in our community.
My Branch Office Administrator, Akira Sato, and I are dedicated to providing the highest level of service. As your Edward Jones branch team, our primary goal is to understand what is important to you and use our established process to help you build personalized strategies to achieve your goals. Working closely with you, your tax advisor, attorney and other trusted professionals, we partner for life to help make sure you and your families stay on track.
We invite you to call our office and schedule a complimentary portfolio review.
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Outdoor Enthusiast
Phone NumberPeter Mowry at (860) 651-0849
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More