Years of Experience, Thoughtful & Professional
Committed to You and Your Family
Peter C. Wallace
Peter Wallace
Financial Advisor

Peter joined Professional Planning Group as a Financial Advisor in 1998. He works directly with clients to develop and implement retirement strategies and has extensive knowledge in the areas of annuities, long term care insurance, and corporate retirement plans. He is the Director of New Business Development and a member of the Executive and Investment Committees.

Prior to joining Professional Planning Group, Peter spent six years working at MFS Investment Management in Boston. His responsibilities included marketing and servicing their mutual funds and annuity products. He devoted two years to the MFS Retirement Plans Department, where he assisted businesses of all sizes in designing and implementing retirement plans.

Peter earned a Bachelor of Arts from Hartwick College in 1992, where he majored in human resources management. He has been recognized by Raymond James as a Chairman’s Council* team member since 2010. Peter holds the Series 7, 63, and 65 licenses.

Active in the community, Peter serves on the Board of Directors for the Westerly Hospital Foundation. He also serves on the Pink and Green Fundraising Committee to benefit the Ocean Community YMCA. Previously, Peter served on the Board of Directors for the Adult Day Center of Westerly.

Peter lives in Essex, CT with his wife, Katrina, and their daughter, Lauren. In his free time, he enjoys the beach, golf, kayaking, paddle tennis and spending time with his family.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.