Peter Newman

Q: What is Peter Newman email address?

Email Peter Newman at peter.l.newman@ml.com. This email is the most updated Peter Newman email found in 2026.

Q: How to contact Peter Newman?

To contact Peter Newman send an email to peter.l.newman@ml.com.

Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management | Burlington, Vermont, United States

About Peter Newman

Peter Newman serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where he leverages his extensive 28 years of experience on Wall Street to provide tailored financial strategies for senior executives at both public and private companies. His expertise lies in navigating complex life transitions, particularly those associated with business succession and exit planning. Peter understands that the equity in a business represents not just an asset but also a significant risk allocation that must be managed wisely.

In his current role, Peter leads key projects focused on exit and business succession planning, ensuring that his clients are equipped with the knowledge and resources necessary to make informed decisions about their wealth. He recognizes that once a business owner decides to sell, the landscape can become overwhelming with conflicting information about wealth management. To combat this, Peter and his team at Merrill Lynch provide comprehensive services, including trust administration and customized wealth planning, designed to preserve financial success and facilitate a smooth transition.

Peter’s approach is centered around the philosophy of "winning by not losing," which emphasizes the importance of strategic risk management and proactive planning. By focusing on estate planning strategies and personalized financial solutions, he empowers his clients to safeguard their legacies and achieve their long-term financial goals. With a commitment to excellence and a deep understanding of the intricacies of wealth management, Peter Newman stands out as a trusted advisor for those navigating the complexities of financial transitions.

Peter Newman Work