Peter Donlevy

Advisor at Edward Jones

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Credentials

Series 66

Edward Jones logo

Firm

Edward Jones

Location

Port Charlotte, FL 33948

Expertise

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward Jones

2024 - Present (2 years)

SGS Maine Pointe, LLC

2022 - 2024 (2 years)

JandP Group, LLC

2017 - 2024 (7 years)

Maine Pointe, LLC

2014 - 2019 (5 years)

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