Lesley Livingston

Michael Von Peters is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Peters Group, a planning-focused advisory team he founded over twenty years ago. Michael’s approach centers on helping clients define their individual meanings of wealth and preserving family legacies by educating and encouraging values-based financial decisions. His client relationships emphasize the delivery of insight and empathy as key elements of his planning-based methodology. Michael has extensive experience guiding individuals and families through the complexities of creating, preserving, and distributing wealth. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and small business strategies. He collaborates closely with clients to address risk, retirement coordination, debt minimization, insurance evaluation, and estate planning, often working alongside accountants and attorneys to provide comprehensive service. Michael holds a Bachelor of Science degree in Business Management with a minor in Economics and a concentration in Finance from Springfield College. He is a CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor. Beyond his professional work, Michael serves on the Board of Directors at United Veterans Beacon House, supporting housing initiatives for military veterans and their families.