Eric D. Peterson, AWM

First Vice President - Financial Advisor, Advanced Wealth Manager, Consulting Group

215-557-1719
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Advanced Wealth Manager

I completed the Advanced Wealth Manager (AWM) Program, a professional designation specifically designed by RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management - our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives and address complex financial needs.


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Strategist


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Wealth Management Consultant


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Credit Solutions Consultant


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Senior Vice President, Director of Portfolio Advisory Group


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Insurance Consultant


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