Peter Scholl
Wealth Management Advisor|ChFC®, CLU®, CFP®
Personal
Peter was born and raised in Tampa, FL and resides full-time in Atlantic Beach, FL with his wife Ashley and two children: Jasper (6), Summer (4). Ashley is also an entrepreneur who owns and operates Golden Beauty Bungalow - a boutique beauty salon in Atlantic Beach.
Outside of the office, Peter is an avid FSU fan and loves the outdoors! He enjoys surfing, snowboarding, spearfishing, hunting and golf. He grew up playing soccer and in high school he swam and played lacrosse. He is actively involved with The Church of Eleven22 and Alex's Lemonde Stand Foundation benefiting childhood cancer research.
Professional
Peter is a CERTIFIED FINANCIAL PLANNER™ professional in Jacksonville, FL and a Wealth Management Advisor with Northwestern Mutual for the past 16 years. He is a graduate of Florida State University where he studied Finance.
Peter has a passion for working with Business Owners and families approaching Retirement and has chosen to focus on helping them create and implement a Financial Plan, to give them peace of mind and live life by design. As a business owner himself, he understands the definition of financial security varies from business to business as well as from person to person. That's why he strives to truly understand his clients and works hard to build impactful long term relationships.
Peter's ability to gain deep understandings of his client's needs is what allows him to uncover solutions that are just as unique as they are. His knowledge and integrity provide clients with the security needed to focus on that which is most important to them, which is their family and their business.
Peter also holds the Chartered Financial Consultant™ (ChFC) and Chartered Life Underwriter™ (CLU) designations through The American College of Financial Services.
Here are my areas of expertise
Business Planning & Succession
Tax-Efficient Strategies
Wealth Management
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Estate Planning
Long-Term Care Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
