“Waste no more time arguing what a good man should be. Be one.” – Marcus Aurelius
Areas of Experience
- Portfolio Management
- Fixed Income Research
- Retirement Planning
- Series 7
- Series 66
- B.A. American History, University of Vermont
Peter Mindnich is a financial advisor and Client Relationship Manager for Wilkinson Wealth Management. He has a B.A. in American History from the University of Vermont, his series 7 (held with LPL) and series 66 licenses (held with LPL and Private Advisor Group), and experience with client relations and customer service across a plethora of industries. In addition to his role in client relationship management, he assists our head of Research and Analytics, Frank, with investment trading support. As an advisor, Peter specializes in several personal finance needs, such as portfolio management, fixed income, and retirement planning.
Peter credits his wife and in-laws with their decision to move to Charlottesville from where they were living in DC. They are all UVA alumni, and he couldn’t help fall in love with the area and all the ways it reminded him of where he went to school in Vermont. In 2021, he called Susan Wilkinson for career guidance, and he and Susan hit it off so well that he ended up coming in for an interview. The rest is history!
When he's not working, Peter enjoys the outdoors, playing with his dog, and playing guitar. His lovely wife gave birth to a baby girl in 2022 and has since been enjoying the exhausted bliss of being a new father.