Michael Von Peters

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Chattanooga, TN 37421

Credentials

Series 66

Industry experience

3 years

About

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.

Expertise

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy Tax-loss harvesting

Work history

Bank Of America, N.a.

2022 - Present (4 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2018 - Present (8 years)

University Motors of Chattanooga

2018 - 2018 (1 year)

Express Employment

2018 - 2018 (1 year)

Miracle Method of Chattanooga

2017 - 2018 (1 year)

Oklahoma City Riversports

2017 - 2017 (1 year)

Miracle Method of Chattanooga

2016 - 2017 (1 year)

Miracle Method of Oklahoma City

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Roland M

CFP®, ChFC®

Chattanooga, TN

Mountaintop Wealth

We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.

College savings (529s, UTMA, etc.) General retirement planning African Americans/Black Gen X (Born 1965-1980)

Derrick A

CFP®, Series 63, Series 66

Hixson, TN

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy Business ownership considerations Founder/Business Owner

Joshua S

Series 66

Chattanooga, TN

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Multi-generational wealth transfer Wealth management Founder/Business Owner

Shannon R

Series 66

Cleveland, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Ian E

CFP®, Series 66

Hixson, TN

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Military & Veterans

David O

CFP®, Series 66

Chattanooga, TN

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management
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