Peter Wicklund, CFA, CFP®
Managing Director | Client Advisor | Seattle, WA
peter@freestonecapitals.com
Phone
206.707.7312
206.707.7300
Fax
206.707.7399
Peter joined Freestone’s Client Advisor team in 2003. Peter works closely with clients to identify goals, develop plans and navigate investment solutions to ensure financial success. Prior to joining the firm, he served as Vice President at Merrill Lynch providing comprehensive wealth management services to affluent families and advising company profit sharing plans. Peter began his career as an officer in U.S. Bank’s trust department, where he managed personal and corporate trust relationships throughout the PNW region.
Education
Peter earned a BA in Business Administration, Finance from the University of Washington. He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Outside Freestone
Peter has served on several non-profit boards in the Sun Valley and Seattle communities. Outside the office, he raises money for charities through his cycling foundation and actively enjoys outdoor pursuits with his family.