Peter C. Wallace

Financial Advisor at New England Professional Planning Group, Inc.

Peter C. Wallace

Peter C. Wallace

Financial Advisor at New England Professional Planning Group, Inc.

Biography

Mr. Peter C. Wallace is a Financial Advisor at New England Professional Planning Group, Inc. He has over 18 years of experience in the Financial Services Industry. He joined Professional Planning Group in 1998. His responsibilities include working directly with Malcolm A. Makin, and other members of the team in areas of financial planning, investment management, research, retirement planning services and long term care planning He helps clients create and manage wealth, preserve assets, create predictable income streams in retirement and plan for legacy distributions.Prior to joining Professional Planning Group in 1998, he worked for Boston-Based MFS Investment Management. His responsibilities included marketing and servicing their mutual funds and annuity products. An additional two years were devoted to the MFS Retirement Plans Department were he assisted businesses of all sizes in designing and implementing retirement plans.A graduate of Hartwick College, with a B.A. in Human Resources Management, he holds his series 7, 63, and 65 Licenses.

Overview
RelSci Relationships

18

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Consultant at European Bank for Reconstruction and Development

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Founder at New England Professional Planning Group, Inc.

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Financial Advisor at New England Professional Planning Group, Inc.

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Financial Advisor at New England Professional Planning Group, Inc.

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Member, Advisory Team at New England Professional Planning Group, Inc.

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Member, Advisory Team at New England Professional Planning Group, Inc.

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Chief Financial Officer at New England Professional Planning Group, Inc.

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Compliance Officer at New England Professional Planning Group, Inc.

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Professional at New England Professional Planning Group, Inc.

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Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

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Peter C. Wallace
Financial Advisor at New England Professional Planning Group, Inc.
Education

Hartwick College is a private liberal arts and sciences college of 1,500 students, located in Oneonta, NY, in the northern foothills of the Catskill Mountains. Hartwick's expansive curriculum emphasizes a uniquely experiential approach to the liberal arts. Through personalized teaching, collaborative research, a unique January Term, a wide range of internships, and vast study-abroad opportunities, Hartwick ensures that students are prepared for the world ahead.

Career History
Financial Advisor
1998 - Current

Professional Planning Group provides comprehensive wealth management services to individuals, families, businesses, foundations and endowments. Its services include investment planning, retirement planning, estate conservation, college funding, risk management, and tax management. The company was founded by Malcolm A. Makin in 1976 and is headquartered in Westerly, RI.

Customer Service & Sales Representative
Prior - 1997

MFS Investment Management offers a wide variety of investment styles that combine both fundamental and quantitative research and a bottom-up security selection process. The firm manages more than 60 US mutual fund portfolios that offer domestic and international stock and fixed-income strategies across the full risk spectrum for US investors. They offer separately managed accounts for high net-worth individuals. MFS also offers an array of investment options for insurance companies' separate accounts. Insurance companies can utilize the firm's investment management and services for variable annuity, variable life and group pension products. MFS offers separate account portfolio management for institutional investors worldwide. They manage equity and fixed-income assets for public pension plans, corporate pension plans, bank trust clients, insurance companies, endowments and foundations, individual, multi-employer plans and investment advisory firms.

Other Affiliations
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