PETER S. MORTIMER

I have been helping clients and their families across the country achieve their financial goals since 1988. I graduated from Vanderbilt University with a Bachelor of Arts degree and joined RBC Wealth Management in 1994... After completing the required coursework at the College of Financial Planning, I received my CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning... Peter S. Mortimer, NMLS # 1702844 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered..

Primary location: Oakbrook Terrace United States