Picture of Peter Wicklund

Peter Wicklund CFA®, CFP®

Managing Director Seattle, WA

Never look back unless you are planning to go that way.
Henry David Thoreau

Peter joined Freestone’s Client Advisor team in 2003 after spending 12 years with Merrill Lynch advising affluent individuals and families. Peter began his career as an officer in U.S. Bank’s Trust Department, where he managed both personal and corporate trust relationships.

Education

Peter earned a BA in Business Administration, Finance from the University of Washington. He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Outside Freestone

Peter is a member of the Seattle Society of Financial Analysts and serves on a number of non-profit boards in the Seattle community.

Location

701 Fifth Avenue, 74th Floor
Seattle, Washington 98104

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