Peter joined Lurier Financial Group in 1998 and serves as Managing Director – Investments.
As the second-generation member, he brings a blend of legacy, innovation, and forward-
thinking leadership to both the team and the families they serve. Known for his energy,
enthusiasm, and creative problem-solving, Peter plays a central role in shaping the group’s
strategic vision while maintaining a strong personal connection with clients. He holds the
Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for
Financial Planning and is a 2026 Wells Fargo Advisors Platinum Council recipient.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells
Fargo Advisors as measured by business production from the previous year and
professionalism.

Prior to joining Wells Fargo Advisors in 1999, Peter spent 14 years with Dun & Bradstreet,
where he served as an Assistant Vice President in the Business Information Services
Group. During his tenure, he developed deep expertise in business analytics and
leadership and has been featured as an industry and college commencement speaker.

Recognized by Forbes as one of the Best-In-State Wealth Advisors* in 2026, Peter
leverages the collective strengths of his team and the extensive resources of the firm to
deliver thoughtful, impactful wealth management solutions. His collaborative leadership
style, strategic insight, and unwavering commitment to client success enable him to make
a meaningful and lasting difference in the financial lives of those he serves.

[Source: Forbes.com (Awarded April 2026) Data compiled by SHOOK Research LLC based
on the time period from 6/30/24 – 6/30/25]
Review Award Disclosures

Jeremy joined Lurier Financial Group of Wells Fargo Advisors in 2018 and serves as First
Vice President – Investments. Since joining the team, he has built a career centered on
helping individuals and business owners navigate financial complexity with clarity and
confidence. Jeremy is known for his ability to translate sophisticated financial concepts
into practical, actionable guidance, helping empower clients to make informed decisions
aligned with their long-term goals. He holds the Accredited Wealth Management Advisor℠
(AWMA®) designation from the College for Financial Planning, reflecting his commitment to
ongoing education and professional excellence.

Jeremy has earned a strong reputation for his client-first mindset and disciplined,
comprehensive approach to wealth management. He works closely with clients to develop
customized investment strategies that reflect their unique objectives, risk tolerance, and
overall financial picture. His thoughtful planning process encompasses portfolio
construction, risk management, tax-efficient strategies, and retirement planning, helping
ensure each recommendation is both intentional and well-aligned.

Valued for his clear communication style and attention to detail, Jeremy serves as a trusted
resource throughout every stage of the financial journey. His dedication, knowledge, and
collaborative approach helps clients move forward with confidence—knowing they have an
advisor committed to helping them preserve, grow, and thoughtfully manage their wealth
over time.