Peter Bermont

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Peter

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Peter Bermont is the Managing Director, Senior Portfolio Manager and Managing Partner of The Bermont Gold Wealth Advisory of Raymond James. With nearly 40 years of experience in the financial services industry, Peter is passionate about helping individuals, not-for-profit corporations and endowments pursue and achieve their financial goals. Prior to joining Raymond James Financial, he served as a Managing Director and Senior Portfolio Manager at Morgan Stanley and Senior Vice President and Resident Manager at Drexel Burnham Lambert. Previously, Peter was a founder and first chairman of the Miami Bond Club, chairman of the board of Miami Children’s Hospital, chairman of the board of Ransom Everglades School, and president and chairman of the Mental Health Association of Dade County.

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	Fixed Income

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BERMONT GOLD WEALTH ADVISORY

The Bermont Gold Wealth Advisory is dedicated to their portfolio management approach, focusing on insightful financial planning and commitment to clients.
The group creates customized investment portfolios based on clients’ financial goals and risk tolerance, utilizing various asset classes and investment strategies.
They also provide guidance on how to manage and transfer wealth efficiently, addressing wills, trusts, and inheritance issues.

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