Financial Advisor | Client Relationship Manager
Peter Mindnich joined Wilkinson Wealth Management as a Client Services Assistant in January 2021. He is now one of our Client Services Associates and assists with Investment Trading Support. Peter is responsible for interacting with advisors and clients to complete tasks, so you likewise may interact with him when opening a new account or requesting other actions on your account. He also assists Frank with placing trades at the direction of our advisors, and he is licensed to accept trade instructions. Originally from New Jersey, Peter received his BA in History from The University of Vermont. After working in and around the District of Columbia for several years, he and his wife decided to make the journey to Charlottesville. When he is not working, Peter enjoys the outdoors, being with family, playing with his dog, and playing guitar.