Peter Pavlakis joined Scarsdale, New York’s Charles Schwab and Co. in 2000. As a Senior Private Client Advisor and Vice president, Peter Pavlakis established numerous long-lasting client relationships with high-net-worth clients and businesses across the country, focusing on providing exclusive investment solutions and comprehensive financial planning.
At Charles Schwab, Peter Pavlakis built and managed a portfolio of client assets valued at $2 billion, outperforming his peers in portfolio growth and client sales. In 2019, Peter Pavlakis stepped away from his role at Charles Schwab and joined Avenue Wealth Management, also in Scarsdale, as the President and Senior Wealth Advisor. He continues to provide customized investment strategies and related services to high-net-worth clients.
A certified financial planner with FP Canada, Peter Pavlakis also earned a Master's of business administration degree from Western Governors University in Salt Lake City. In addition to his degree, he received the WGU Excellence Award for his academic achievements accomplished in the graduate program. Apart from his leadership and client management activities at Avenue Wealth Management, he improves his community by supporting organizations such as the Make-A-Wish Foundation, United Way of Westchester and Habitat for Humanity, among other philanthropic interests.