NEW YORK, NY / ACCESSWIRE / April 25, 2022 / Peterson, Quinn, Rogers & Associates (PQR) is a five-person team of talented and experienced individuals, supported by the global resources of Merrill. This unique blend of experience and fresh perspectives is an asset to the firm and its clients.
The team includes veteran advisors with decades of industry exposure and younger professionals bringing a fresh perspective to the table. This blend of traditional knowledge and new innovation is a crucial strength of the team, and it's something that they're using to modernize the practice and make it more relatable to a broader range of clients, including high net-worth families.
Multi-generational expertise, a range of educational backgrounds, and decades of experience provide PQR with the vision and insight to guide its clients through market circumstances.
PQR has long recognized the need for assisting company owners in managing their commercial activities and preparing for their eventual exits in a tax-efficient manner and draws upon Senior Partner Tom Peterson's nearly four decades of industry knowledge to achieve this. The PQR private team includes three specialized divisions: retirement income planning, intergenerational financial planning, and business owner exit planning.
These specific divisions incorporate the know-how of Peterson, a Certified Exit Planning Advisor, and Benjamin Rogers, a Certified Financial Planner, intergenerational wealth transfer expert, and retirement income specialist.
These areas are becoming increasingly important as more and more high net-worth families look to transfer wealth between generations, and PQR is well-positioned to guide in these complex situations. Rogers is also adept at helping both company owners and high net-worth individuals achieve their financial and personal objectives.
Another expert in PQR's special divisions is Todd Quinn, whose range of experience with high net-worth families has given him a profound understanding of how to best assist them with complex financial circumstances.
PQR's advisors have experience working with clients from multiple generations, and they understand the unique financial needs and concerns of each. This allows them to provide tailored advice that meets the specific needs of each individual. In this way, PQR keeps leveraging its team's experience to provide an invaluable service to its client base.
PQR has a long-standing commitment to excellence and takes a proactive approach to wealth management. As a result of this dedication, they have been able to foster trusting relationships with clients that last for generations.
About PQR
Peterson, Quinn, Rogers & Associates has over 100 years of combined industry expertise and is consistently rated in the top tier of Merrill Lynch for the outstanding services they provide their client base.
In addition to their vast skill sets and investment process, one of the most significant objectives for PQR is to provide a client service experience that surpasses expectations. PQR achieves this through a focus on building trusting, long-term relationships with clients and being available to provide support and guidance through regular contact. Their updated account minimum is now $1M in assets that can be invested, so they do not require clients to reach out to them.
The PQR team has dedicated their careers to developing a thoughtful, disciplined goal-based investment process that has withstood the test of time helping their clients successfully navigate through some of the most powerful bull markets and challenging bear markets in history.
The PQR team has dedicated their professional lives to creating a goal-oriented investing approach that is both insightful and disciplined, and it has stood the test of time as their clients have successfully traversed some of history's most severe bear markets and strong bull markets.
The foundation of PQR's investment thesis is "managing risk", with a focus on protecting wealth during the most demanding markets.
Press Contact:
Company: Merrill Lynch
Person: Tom Peterson
Phone: 801.284.1951
Address: New York, United States
Website: https://fa.ml.com/
SOURCE: Merrill Lynch
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