tru Independence, a $12 billion national independent advisory and service platform for advisory professionals, has expanded Elevatus Wealth Management with its first “tuck-in” adviser.
Peter Newman, a veteran of the financial services industry with nearly 40 years of experience in various roles and firms on Wall Street, joins the firm as senior wealth adviser. Newman joins Elevatus from Merrill Lynch Wealth Management, where he spent the past nine years as a senior financial adviser and portfolio manager. Newman, who has served clients in both institutional sales and private-client services, will leverage his Wall Street experience to provide dynamic, personalized investment advice and long-term planning solutions to individuals, families and small businesses.
“My decision to join Elevatus was driven by a need for a business platform to manage our clients’ increasingly complex needs,” said Newman. “I assist my clients by using a disciplined approach to all