Peter joined The Badgett Landrum Lim Group as a Financial Advisor with over 20 years of experience in the investment industry. He was drawn to this industry through a passion for helping clients identify their financial goals and developing strategies to achieve those goals.
In 2010, Peter joined Baird as an Options Strategist where he helped clients grow and protect their wealth. Most recently, Peter served as a Portfolio Manager with Baird Trust, A Baird Company. Acting in a fiduciary capacity, he carefully constructed and managed diversified portfolios for individuals, institutions, and charitable organizations.
Prior to joining Baird, Peter began his career as a proprietary trader on the floor of the Chicago Board Options Exchange and went on to serve as the Head Trader for Archelon, LLC, where he was responsible for the firm’s electronic trading activities. Peter has a Bachelor of Science in Economics from the University of Virginia and holds the Series 4, 7, 24, and 66 securities licenses. He also holds the Certified Private Wealth Advisor® (CPWA®) designation, demonstrating advanced knowledge in wealth management strategies for high‑net‑worth and ultra‑high‑net‑worth clients, including estate planning and legacy planning.
The U.S. Investment & Wealth Institute™ (The Institute) is the owner of the certification marks "CPWA," and "Certified Private Wealth Advisor." Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.