Advisor at Merrill
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Peter Scudner is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management with 40 years of experience in the financial services industry. He holds the Certified Investment Management Analyst® (CIMA®), Chartered Retirement Plan Specialist™ (CRPS™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Peter focuses on helping clients—including high-net-worth individuals, business owners, and corporate executives—develop strategies for portfolio management, retirement planning, estate planning, executive compensation, and business succession.
Peter has held a range of positions throughout his career, spanning client advisory and corporate management roles. He is a graduate of The Catholic University of America and has been active in numerous professional and community organizations. His past leadership roles include Chair of the Lancaster Chamber of Commerce & Industry, President of the North Museum of Nature & Science, Chairman of USA Table Tennis, and Treasurer of the Order of Malta–Federal Association. Currently, he serves as Chairman of Triode Media Group Ltd. and is a Trustee of the Pennsylvania College of Art & Design, where he leads the Audit Committee. Peter is also a member of the National Association of Corporate Directors and holds its Director Certified designation.
Peter resides in Lancaster with his wife Terri and has three grown children working in the creative arts. His personal interests include photography, traveling, and spending time with his family.
Bank of America, N.A.
2024 - Present (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2024 - Present (2 years)
Stifel Nicolaus & Co Inc
2018 - 2024 (6 years)
janney Montgomery Scott LLC
2008 - 2018 (10 years)
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
Series 66
Stevens, PA
Edward Jones
Series 66
Lancaster, PA
Edward Jones
Series 66
Millersville, PA
Edward Jones
Series 66
Lititz, PA
Edward Jones
Series 66
Ephrata, PA
Edward Jones
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