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Peter Donohoe, CFP®, CRPS®, APMA®, CAP®

Peter provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Peter uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Peter monitors its performance on an ongoing basis, and makes any adjustments as needed.

Peter has 22 years of investment experience, helping individuals, families and businesses pursue their financial goals. He is actively involved in his community, participating in the Quincy Community Action Program as a volunteer tax preparer. Peter attended the University of Massachusetts where he received a Bachelor’s degree in Economics. He has attained the Chartered Advisory in Philanthropy designation, and is a Certified Financial Planner™.
professional. Peter enjoys golf, bicycling, motorcycles, and summers on the Cape.

Peter’s FINRA registrations held with LPL Financial:

SERIES 7, 24, 63, 65 ,LIFE & HEALTH

Body (Limited)

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Disclosures

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Webster Symbol is a registered trademark in the U.S.