PROFESSIONAL PROFILE

Peter Vickery Vice President, Financial Advisor, CFM, CRPC®

Peter has served the needs of clients since 1978 at Merrill Lynch. After reviewing a client's goals and risk tolerance, Peter assists each client in developing their long term financial strategies. He helps clients organize their financial life, prioritize their goals, implement their strategy and review their progress. He provides a wide array of wealth management services to help clients address cash flow flexibility, liability management, education expenses, survivorship protection, estate coordination, lifestyle changes and retirement. Peter lives in Minnetrista with his wife Chris, and active daughter Mei.

James Bowe CRPC®, Assistant Vice President, Senior Financial Advisor

Jim has served the needs of clients since since 1997. He helps clients develop investment portfolios based on their financial goals and risk tolerances. A rising income stream from dividends is the foundation of the Vickery Bowe Group investment philosophy. Jim coordinates the team's investment research, trading, and portfolio administration. Ongoing reviews help to ensure that portfolio management decisions are in line with client objectives. A graduate of Brown Institute, Jim lives in Plymouth with his wife Diana, and son Spencer.

Rachel Orvik Senior Associate

Rachel started her career with Merrill Lynch in 1976 and joined the Vickery Bowe Group in 2008. As a Senior Associate, Rachel assists the team to ensure their clients receive the highest level of service with Merrill Lynch. Rachel is responsible for the administrative needs of our clients. Rachel lives in Shoreview with her husband Merlin.