Verified recordFinancial Services

Peter Eckerline

Wealth Management Advisor, Managing Director at Merrill Lynch

Based in Minneapolis, United States

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Seniority

Director

Department

Finance & Accounting

Location

Minneapolis

Industry

Financial Services

Company size

35K

Contact information

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Email

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p•••••••@ml.com

Phone

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Background

About Peter Eckerline

I love having a positive impact on people, helping them live their best lives. For 38 years, I had the privilege of working with a tremendous group of people at Merrill-clients, team members, and colleagues. The clients I met provided me with a window into their aspirations for themselves and their loved ones. Together, we made steady progress toward their goals-preparing for a secure retirement, selling a business, planning for college, transferring wealth to the next generation, or saving for a wedding or a once-in-a-lifetime trip. Along the way, many clients became good friends. We've walked together on a path that included significant milestones in our lives. I'm tremendously proud of my team, the Eckerline Wealth Management Group, which later was renamed Julius Wealth Management. I built the team from the ground up, purposefully and deliberately, adding team members as the practice grew over the years, adding additional skill sets to better serve our clients. My goal was to create the preeminent wealth-management team in Minnesota and the greater Midwest, serving clients and their families like no other. My team members, I believe, deserved that distinction, and the team was recognized nationally many times, which is a reflection of the work with our clients. Looking forward, I am eager to apply the knowledge I've gained in new ways. I love helping people, so that desire will find meaningful avenues, I trust, in the Twin Cities community and beyond. OUTSIDE THE OFFICE: I enjoy spending time with my family. I also like to fish, golf, and stay fit. I've loved supporting my children McKenna, Taylor, and Danny in their activities! LINK WITH ME: If you want to trade ideas on muskies, challenging places to golf, pickleball, or share a passion for building up our community, reach out to me.

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